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
101
$2.54M 0.18%
+24,340
102
$2.52M 0.18%
+5,400
103
$2.5M 0.18%
+28,531
104
$2.43M 0.17%
+11,660
105
$2.39M 0.17%
+25,245
106
$2.38M 0.17%
+11,730
107
$2.34M 0.17%
+18,130
108
$2.34M 0.17%
+5,771
109
$2.3M 0.16%
+4,179
110
$2.29M 0.16%
+3,921
111
$2.21M 0.16%
+129,209
112
$2.19M 0.16%
+16,958
113
$2.16M 0.15%
+22,260
114
$2.13M 0.15%
+4,008
115
$2.09M 0.15%
+12,091
116
$2.05M 0.15%
+5,755
117
$2.02M 0.14%
+9,673
118
$2.01M 0.14%
+10,119
119
$2.01M 0.14%
+52,409
120
$2M 0.14%
+8,063
121
$1.99M 0.14%
+28,777
122
$1.99M 0.14%
+20,245
123
$1.97M 0.14%
+7,712
124
$1.9M 0.14%
+41,962
125
$1.88M 0.13%
+6,642
3 4
5
6 7