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
626
$3K ﹤0.01%
+12
627
$2K ﹤0.01%
52
628
– –
-3,598
629
– –
-3,937
630
– –
-609
631
– –
-5,891
632
– –
-10,233
633
– –
-1,464
634
– –
-1,693
635
– –
-4,926
636
– –
-10,248
637
– –
-4,350
638
– –
-3,938
639
– –
-2,731
640
– –
-1,654
641
– –
-3,384
642
– –
-1,044
643
– –
-2,008
644
– –
-6,501
645
– –
-22,415
646
– –
-2,452
647
$0 ﹤0.01%
15,426
648
$0 ﹤0.01%
22,250
649
– –
-8,282
650
$0 ﹤0.01%
12,000
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