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
$285M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$4.64M
3
+$4.48M
4
AAPL icon
Apple
AAPL
+$4.35M
5
CLX icon
Clorox
CLX
+$4.26M

Top Sells

1
+$801K
2
+$769K
3
+$664K
4
EA icon
Electronic Arts
EA
+$601K
5
PYPL icon
PayPal
PYPL
+$556K

Sector Composition

1 Consumer Staples 13.71%
2 Healthcare 13.58%
3 Communication Services 11.7%
4 Industrials 10.6%
5 Technology 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$729K 0.26%
+13,471
102
$723K 0.25%
+8,458
103
$717K 0.25%
+7,614
104
$716K 0.25%
+5,412
105
$678K 0.24%
12,214
+2,977
106
$650K 0.23%
15,817
+2,346
107
$644K 0.23%
+5,065
108
$641K 0.22%
5,787
+4,225
109
$622K 0.22%
7,961
+1,814
110
$620K 0.22%
+8,325
111
$615K 0.22%
23,814
-1,266
112
$595K 0.21%
6,045
+189
113
$593K 0.21%
18,146
+9,969
114
$591K 0.21%
+12,617
115
$589K 0.21%
17,720
+5,104
116
$588K 0.21%
15,986
+1,613
117
$588K 0.21%
7,180
+2,711
118
$584K 0.2%
7,617
+1,739
119
$582K 0.2%
+68,594
120
$579K 0.2%
9,039
+4,023
121
$578K 0.2%
66,200
-38,700
122
$570K 0.2%
47,613
+15,317
123
$566K 0.2%
13,505
+1,062
124
$559K 0.2%
8,370
+4,471
125
$549K 0.19%
36,145
+7,457
3 4
5
6 7