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
101
$2.51M 0.18%
42,041
-1,447
102
$2.51M 0.18%
2,732
+58
103
$2.46M 0.17%
16,780
+4,693
104
$2.45M 0.17%
18,476
+346
105
$2.44M 0.17%
79,806
-3,376
106
$2.42M 0.17%
3,313
-480
107
$2.35M 0.17%
52,175
-376
108
$2.34M 0.17%
44,914
+2,952
109
$2.3M 0.16%
4,171
-8
110
$2.29M 0.16%
11,124
-606
111
$2.24M 0.16%
22,660
+2,415
112
$2.22M 0.16%
12,491
-216
113
$2.21M 0.16%
3,975
-33
114
$2.2M 0.16%
10,817
+698
115
$2.18M 0.15%
3,907
-14
116
$2.17M 0.15%
5,003
-397
117
$2.16M 0.15%
27,874
+7,338
118
$2.08M 0.15%
5,968
+213
119
$2.06M 0.15%
20,193
+625
120
$2.06M 0.15%
12,284
+624
121
$1.96M 0.14%
23,093
-195
122
$1.96M 0.14%
27,689
-1,088
123
$1.96M 0.14%
5,133
+1,631
124
$1.95M 0.14%
12,101
+10
125
$1.94M 0.14%
158,004
3 4
5
6 7