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
51
$4.74M 0.34%
+9,335
52
$4.7M 0.34%
+27,524
53
$4.59M 0.33%
+9,781
54
$4.58M 0.33%
+75,779
55
$4.4M 0.32%
+18,047
56
$4.34M 0.31%
+13,005
57
$4.24M 0.3%
+85,395
58
$4.16M 0.3%
+15,652
59
$4.12M 0.29%
+111,689
60
$4.02M 0.29%
+64,222
61
$3.87M 0.28%
+48,976
62
$3.85M 0.28%
+42,421
63
$3.77M 0.27%
+29,908
64
$3.72M 0.27%
+46,888
65
$3.72M 0.27%
+6
66
$3.68M 0.26%
+19,222
67
$3.57M 0.26%
+50,340
68
$3.48M 0.25%
+83,182
69
$3.48M 0.25%
+13,691
70
$3.38M 0.24%
+8,484
71
$3.36M 0.24%
+59,273
72
$3.35M 0.24%
+36,794
73
$3.28M 0.23%
+88,908
74
$3.27M 0.23%
+42,804
75
$3.27M 0.23%
+174,844
1 2
3
4 5