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
$993M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.9M
3
+$4.44M
4
AMZN icon
Amazon
AMZN
+$3.97M
5
FSK icon
FS KKR Capital
FSK
+$3.19M

Top Sells

1
+$4.89M
2
+$3.37M
3
+$1.25M
4
NIO icon
NIO
NIO
+$1.11M
5
ENPH icon
Enphase Energy
ENPH
+$1.04M

Sector Composition

1 Technology 25.77%
2 Financials 14.14%
3 Healthcare 12.99%
4 Consumer Discretionary 12.37%
5 Communication Services 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.91M 0.19%
13,415
+1,613
102
$1.87M 0.19%
3,531
-445
103
$1.86M 0.19%
58,938
+6,750
104
$1.85M 0.19%
4,869
+3,079
105
$1.83M 0.18%
22,791
+2,663
106
$1.81M 0.18%
7,997
-64
107
$1.78M 0.18%
3,246
+709
108
$1.78M 0.18%
12,676
+677
109
$1.78M 0.18%
9,554
+2,566
110
$1.76M 0.18%
13,527
+1,094
111
$1.72M 0.17%
6,831
-934
112
$1.69M 0.17%
4,064
-751
113
$1.69M 0.17%
6,351
+559
114
$1.68M 0.17%
4,264
-320
115
$1.68M 0.17%
70,044
+31,446
116
$1.67M 0.17%
25,640
-460
117
$1.67M 0.17%
13,421
+3,611
118
$1.66M 0.17%
17,630
+4,731
119
$1.59M 0.16%
21,912
+3,955
120
$1.55M 0.16%
5,193
+2,984
121
$1.49M 0.15%
22,076
+236
122
$1.44M 0.15%
27,064
-20,848
123
$1.44M 0.14%
14,555
+1,048
124
$1.42M 0.14%
4,959
+248
125
$1.39M 0.14%
7,974
+70
3 4
5
6 7