HAG

HighPoint Advisor Group Portfolio holdings

AUM $2.1B
1-Year Est. Return 30.51%
This Quarter Est. Return
1 Year Est. Return
+30.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$4.59M
3
+$3.04M
4
NVDA icon
NVIDIA
NVDA
+$2.8M
5
RL icon
Ralph Lauren
RL
+$2.48M

Top Sells

1
+$4.71M
2
+$2.76M
3
+$2.3M
4
CEG icon
Constellation Energy
CEG
+$2.3M
5
ZTS icon
Zoetis
ZTS
+$2.25M

Sector Composition

1 Technology 31.61%
2 Financials 14.49%
3 Consumer Discretionary 10.61%
4 Healthcare 10.01%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$226K 0.01%
2,595
+860
577
$224K 0.01%
23,432
+39
578
$223K 0.01%
6,243
+734
579
$222K 0.01%
+1,115
580
$222K 0.01%
1,797
+12
581
$221K 0.01%
5,552
-1,481
582
$221K 0.01%
4,666
-35
583
$220K 0.01%
1,261
-67
584
$220K 0.01%
2,674
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585
$218K 0.01%
2,533
-76
586
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+3,580
587
$217K 0.01%
1,711
+27
588
$217K 0.01%
2,710
+38
589
$217K 0.01%
1,218
+45
590
$216K 0.01%
+6,319
591
$216K 0.01%
1,546
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592
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20,322
-32
593
$215K 0.01%
+1,557
594
$215K 0.01%
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595
$215K 0.01%
7,790
-1,650
596
$213K 0.01%
2,084
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597
$213K 0.01%
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598
$211K 0.01%
+2,664
599
$209K 0.01%
+3,714
600
$209K 0.01%
1,736
-198
22 23
24
25 26