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
126
$1.94M 0.14%
7,601
-111
127
$1.93M 0.14%
15,826
-1,132
128
$1.89M 0.13%
12,492
+284
129
$1.88M 0.13%
29,219
+616
130
$1.86M 0.13%
20,580
-1,680
131
$1.84M 0.13%
7,981
-82
132
$1.84M 0.13%
20,061
+1,773
133
$1.83M 0.13%
3,393
+255
134
$1.83M 0.13%
47,958
-4,451
135
$1.81M 0.13%
1,858
+49
136
$1.79M 0.13%
18,862
+5,259
137
$1.78M 0.13%
476
-7
138
$1.78M 0.13%
22,098
+280
139
$1.78M 0.13%
144,111
-423
140
$1.76M 0.12%
18,998
-685
141
$1.75M 0.12%
6,575
-67
142
$1.75M 0.12%
23,613
+397
143
$1.73M 0.12%
51,277
-43
144
$1.73M 0.12%
5,898
-42
145
$1.69M 0.12%
3,922
+334
146
$1.66M 0.12%
6,247
+6
147
$1.65M 0.12%
14,296
+123
148
$1.62M 0.11%
6,484
-21
149
$1.58M 0.11%
9,412
-324
150
$1.57M 0.11%
86,669
+6,474
4 5
6
7 8