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
601
$208K 0.01%
7,647
+34
602
$208K 0.01%
+1,797
603
$207K 0.01%
1,568
+155
604
$207K 0.01%
51,905
+419
605
$206K 0.01%
3,348
-51
606
$205K 0.01%
+1,736
607
$204K 0.01%
3,903
-257
608
$204K 0.01%
2,643
-6
609
$201K 0.01%
7,225
+933
610
$201K 0.01%
21,544
+68
611
$201K 0.01%
+3,140
612
$182K 0.01%
19,989
-1,402
613
$179K 0.01%
35,351
-713
614
$164K 0.01%
18,460
-78
615
$162K 0.01%
+12,739
616
$158K 0.01%
13,500
-60,763
617
$132K 0.01%
11,043
618
$130K 0.01%
+21,672
619
$117K 0.01%
+10,167
620
$114K 0.01%
11,992
-1,748
621
$110K 0.01%
21,479
-810
622
$104K 0.01%
79,120
+500
623
$78.2K ﹤0.01%
16,318
624
$75.1K ﹤0.01%
11,772
+1,100
625
$67.1K ﹤0.01%
+10,229
23 24
25
26 27