HAG

HighPoint Advisor Group Portfolio holdings

AUM $1.88B
1-Year Est. Return 26.16%
This Quarter Est. Return
1 Year Est. Return
+26.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$3.72M
3
+$2.62M
4
HWM icon
Howmet Aerospace
HWM
+$2.5M
5
SMCI icon
Super Micro Computer
SMCI
+$2.15M

Top Sells

1
+$113M
2
+$19.5M
3
+$5.74M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.7M
5
AMZN icon
Amazon
AMZN
+$3.73M

Sector Composition

1 Technology 33.54%
2 Financials 12.48%
3 Healthcare 10.98%
4 Consumer Discretionary 9.98%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$222K 0.01%
+461
577
$221K 0.01%
1,624
+19
578
$221K 0.01%
+3,597
579
$218K 0.01%
2,702
-116
580
$217K 0.01%
+1,668
581
$217K 0.01%
+3,732
582
$217K 0.01%
+2,654
583
$216K 0.01%
21,073
-1,731
584
$216K 0.01%
+2,916
585
$215K 0.01%
6,216
-3,746
586
$215K 0.01%
1,862
-155
587
$215K 0.01%
1,189
+118
588
$214K 0.01%
+3,866
589
$214K 0.01%
8,810
-23
590
$213K 0.01%
6,831
+221
591
$213K 0.01%
+60,045
592
$213K 0.01%
+3,571
593
$213K 0.01%
+948
594
$211K 0.01%
+3,359
595
$211K 0.01%
+1,293
596
$210K 0.01%
+6,429
597
$209K 0.01%
+861
598
$208K 0.01%
+3,535
599
$208K 0.01%
+2,294
600
$207K 0.01%
2,543
+180
22 23
24
25 26