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
$1.72B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$3.72M
3
+$2.62M
4
HWM icon
Howmet Aerospace
HWM
+$2.5M
5
SMCI icon
Super Micro Computer
SMCI
+$2.15M

Top Sells

1
+$113M
2
+$19.5M
3
+$5.74M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.7M
5
AMZN icon
Amazon
AMZN
+$3.73M

Sector Composition

1 Technology 33.54%
2 Financials 12.48%
3 Healthcare 10.98%
4 Consumer Discretionary 9.98%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.78M 0.22%
1,899
-399
77
$3.76M 0.22%
14,358
-1,441
78
$3.74M 0.22%
13,500
+422
79
$3.72M 0.22%
+142,316
80
$3.71M 0.22%
4,148
-350
81
$3.64M 0.21%
84,444
+436
82
$3.63M 0.21%
57,700
-17,647
83
$3.63M 0.21%
49,219
+189
84
$3.62M 0.21%
40,580
-21,981
85
$3.61M 0.21%
7,960
-988
86
$3.54M 0.21%
18,368
+1,177
87
$3.54M 0.21%
25,870
+543
88
$3.53M 0.21%
9,391
+6,975
89
$3.52M 0.21%
37,520
-15,289
90
$3.47M 0.2%
61,507
-5,939
91
$3.45M 0.2%
12,415
-1,987
92
$3.44M 0.2%
170,957
+112
93
$3.42M 0.2%
39,493
+13,237
94
$3.38M 0.2%
14,705
+746
95
$3.35M 0.2%
37,877
+563
96
$3.29M 0.19%
104,833
+6,430
97
$3.28M 0.19%
41,615
+451
98
$3.25M 0.19%
18,994
-8,848
99
$3.24M 0.19%
84,810
-3,078
100
$3.08M 0.18%
7,382
-2,229
2 3
4
5 6