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
$1.84B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1 +$5.09M
2 +$2.91M
3 +$2.68M
4
ZTS icon
Zoetis
ZTS
+$2.37M
5
AMZN icon
Amazon
AMZN
+$1.96M

Top Sells

1 +$32.6M
2 +$14.1M
3 +$2.94M
4
COST icon
Costco
COST
+$1.45M
5
AHR icon
American Healthcare REIT
AHR
+$1.37M

Sector Composition

1 Technology 32.75%
2 Financials 13.76%
3 Consumer Discretionary 10.86%
4 Healthcare 9.7%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-6,831
702
-20,821
703
-5,378