HAG
HighPoint Advisor Group Portfolio holdings
AUM
$1.88B
1-Year Est. Return
26.16%
1 Year Est. Return
+26.16%
AUM
$1.88B
AUM Growth
+$164M
(+9.6%)
Holding
705
Top Buys
| 1 | +$5.71M | |
| 2 | +$4.16M | |
| 3 | +$3.76M | |
| 4 |
Boston Scientific
BSX
|
+$3.26M |
| 5 |
Capital One
COF
|
+$3.08M |
Top Sells
| 1 | +$19.3M | |
| 2 | +$9.68M | |
| 3 | +$5.7M | |
| 4 |
Super Micro Computer
SMCI
|
+$5.43M |
| 5 |
Meta Platforms (Facebook)
META
|
+$3.74M |
Sector Composition
| 1 | Technology | 34.22% |
| 2 | Financials | 14.21% |
| 3 | Consumer Discretionary | 10.93% |
| 4 | Healthcare | 9.25% |
| 5 | Industrials | 8.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
676
SmartRent
SMRT
$280M
| – | – |
-14,000
|
|
||
|
SRV
677
NXG Cushing Midstream Energy Fund
SRV
$196M
| – | – |
-5,823
|
|
||
678
Tilray
TLRY
$1.67B
| – | – |
-18,897
|
|
||
679
Twilio
TWLO
$17.3B
| – | – |
-2,617
|
|
||
|
X
680
DELISTED
US Steel
X
| – | – |
-4,867
|
|