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
51
$4.83M 0.34%
121,549
-3,586
52
$4.8M 0.34%
64,358
+136
53
$4.71M 0.33%
74,075
-1,704
54
$4.63M 0.33%
9,576
+241
55
$4.59M 0.32%
30,505
-407
56
$4.43M 0.31%
18,016
-31
57
$4.35M 0.31%
7
+1
58
$4.31M 0.3%
35,011
+19,193
59
$4.26M 0.3%
111,598
-91
60
$4.02M 0.28%
82,650
-2,745
61
$3.89M 0.28%
15,554
-98
62
$3.77M 0.27%
48,600
+5,796
63
$3.72M 0.26%
60,723
+1,450
64
$3.7M 0.26%
12,047
-958
65
$3.7M 0.26%
37,503
+709
66
$3.57M 0.25%
49,757
-583
67
$3.51M 0.25%
7,465
+503
68
$3.5M 0.25%
175,436
+592
69
$3.48M 0.25%
29,937
+29
70
$3.48M 0.25%
52,714
+5,826
71
$3.47M 0.25%
11,257
+333
72
$3.4M 0.24%
19,031
-191
73
$3.38M 0.24%
88,776
-132
74
$3.36M 0.24%
8,237
-247
75
$3.32M 0.23%
27,273
+2,912
1 2
3
4 5