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
$1.42B
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.24M
3
+$1.2M
4
SMCI icon
Super Micro Computer
SMCI
+$919K
5
GEV icon
GE Vernova
GEV
+$695K

Top Sells

1
+$18.5M
2
+$1.72M
3
+$1.45M
4
TSLA icon
Tesla
TSLA
+$739K
5
PXD
Pioneer Natural Resource Co.
PXD
+$633K

Sector Composition

1 Technology 31.92%
2 Financials 13.05%
3 Healthcare 11.27%
4 Consumer Discretionary 10%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$153K 0.01%
13,085
+1,161
602
$126K 0.01%
11,313
+1,040
603
$125K 0.01%
4,126
+50
604
$119K 0.01%
11,786
+125
605
$119K 0.01%
44,539
+791
606
$101K 0.01%
16,928
+2,936
607
$90K 0.01%
18,130
608
$83K 0.01%
16,760
-532
609
$79K 0.01%
14,084
+1,430
610
$74K 0.01%
18,614
+592
611
$68K ﹤0.01%
3,847
612
$51K ﹤0.01%
10,988
-14,831
613
$48K ﹤0.01%
1,539
-160
614
$48K ﹤0.01%
10,945
+484
615
$46K ﹤0.01%
12,166
616
$39K ﹤0.01%
19,821
617
$37K ﹤0.01%
11,157
618
$34K ﹤0.01%
11,897
+1,226
619
$32K ﹤0.01%
+10,893
620
$29K ﹤0.01%
1,042
-50
621
$27K ﹤0.01%
1,570
622
$26K ﹤0.01%
11,234
623
$18K ﹤0.01%
14,087
-627
624
$16K ﹤0.01%
10,852
625
$10K ﹤0.01%
11,521
-350
22 23 24
25
26