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
$1.4B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1 +$156M
2 +$72.4M
3 +$69.2M
4
AMZN icon
Amazon
AMZN
+$49.3M
5
JPM icon
JPMorgan Chase
JPM
+$36.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 31.63%
2 Financials 13.13%
3 Healthcare 11.59%
4 Consumer Discretionary 10.43%
5 Industrials 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$20K ﹤0.01%
+10,852
627
$14K ﹤0.01%
+11,871
628
$3K ﹤0.01%
+52
629
$0 ﹤0.01%
+15,426
630
$0 ﹤0.01%
+22,250
631
$0 ﹤0.01%
+12,000