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
76
$3.24M 0.23%
+13,260
77
$3.2M 0.23%
+44,848
78
$3.15M 0.23%
+56,638
79
$3.15M 0.23%
+9,042
80
$3.14M 0.22%
+9,670
81
$3.11M 0.22%
+6,962
82
$3.08M 0.22%
+24,361
83
$3.07M 0.22%
+10,924
84
$3.05M 0.22%
+84,056
85
$3.04M 0.22%
+8,899
86
$3.01M 0.22%
+69,543
87
$2.95M 0.21%
+43,488
88
$2.94M 0.21%
+3,793
89
$2.9M 0.21%
+2,288
90
$2.84M 0.2%
+77,147
91
$2.84M 0.2%
+20,816
92
$2.81M 0.2%
+4,389
93
$2.75M 0.2%
+52,551
94
$2.74M 0.2%
+38,286
95
$2.73M 0.2%
+8,739
96
$2.65M 0.19%
+13,922
97
$2.62M 0.19%
+2,674
98
$2.61M 0.19%
+10,547
99
$2.58M 0.19%
+37,062
100
$2.54M 0.18%
+12,707
2 3
4
5 6