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
601
$207K 0.01%
+3,298
602
$207K 0.01%
+4,487
603
$207K 0.01%
+1,212
604
$206K 0.01%
9,056
605
$206K 0.01%
4,136
-1,517
606
$206K 0.01%
+1,151
607
$204K 0.01%
+1,349
608
$204K 0.01%
+1,059
609
$204K 0.01%
+637
610
$203K 0.01%
20,113
+1,149
611
$203K 0.01%
+7,861
612
$202K 0.01%
3,615
-238
613
$202K 0.01%
+1,437
614
$202K 0.01%
+10,078
615
$202K 0.01%
+1,822
616
$201K 0.01%
15,629
+1,853
617
$201K 0.01%
+13,995
618
$200K 0.01%
+14,940
619
$200K 0.01%
1,583
-345
620
$198K 0.01%
+10,204
621
$195K 0.01%
20,858
+273
622
$188K 0.01%
17,636
+946
623
$183K 0.01%
+10,808
624
$181K 0.01%
36,623
+1,272
625
$172K 0.01%
12,687
+2,139
23 24
25
26 27