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
76
$3.3M 0.23%
39,009
+723
77
$3.27M 0.23%
13,175
-85
78
$3.24M 0.23%
55,213
-1,425
79
$3.23M 0.23%
43,217
-1,631
80
$3.22M 0.23%
13,806
+115
81
$3.2M 0.23%
83,670
-386
82
$3.15M 0.22%
69,973
+430
83
$3.13M 0.22%
8,758
-284
84
$3.06M 0.22%
2,297
+9
85
$3.06M 0.22%
9,582
-88
86
$2.97M 0.21%
21,082
+266
87
$2.96M 0.21%
38,921
-3,500
88
$2.92M 0.21%
37,102
+40
89
$2.9M 0.2%
13,920
-2
90
$2.87M 0.2%
8,720
-19
91
$2.83M 0.2%
8,943
+44
92
$2.82M 0.2%
36,080
+11,740
93
$2.75M 0.19%
48,743
-233
94
$2.67M 0.19%
4,259
-130
95
$2.65M 0.19%
76,861
-286
96
$2.64M 0.19%
10,504
-43
97
$2.56M 0.18%
12,399
+2,726
98
$2.55M 0.18%
5,618
-153
99
$2.52M 0.18%
30,217
+1,686
100
$2.52M 0.18%
24,444
-801
2 3
4
5 6