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
626
$146K 0.01%
14,147
-45,840
627
$138K 0.01%
+10,518
628
$137K 0.01%
48,988
+1,343
629
$134K 0.01%
68,890
630
$130K 0.01%
+10,000
631
$129K 0.01%
12,426
+8,284
632
$118K 0.01%
13,415
+1,496
633
$113K 0.01%
15,889
634
$111K 0.01%
+11,894
635
$98.6K 0.01%
+38,662
636
$96.1K 0.01%
13,722
+370
637
$91.9K 0.01%
21,314
+1,071
638
$83.8K ﹤0.01%
16,200
-1,930
639
$81.7K ﹤0.01%
+61,000
640
$79.3K ﹤0.01%
3,833
-14
641
$64.5K ﹤0.01%
+11,849
642
$62.2K ﹤0.01%
13,796
-500
643
$58.1K ﹤0.01%
+3,338
644
$55.7K ﹤0.01%
10,870
-758
645
$54.8K ﹤0.01%
+10,900
646
$53.7K ﹤0.01%
11,538
+164
647
$53.1K ﹤0.01%
+11,218
648
$46.8K ﹤0.01%
+13,798
649
$42.4K ﹤0.01%
+10,808
650
$32.5K ﹤0.01%
10,716
-3,450