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
151
$1.52M 0.11%
+18,288
152
$1.51M 0.11%
+17,817
153
$1.49M 0.11%
+3,588
154
$1.47M 0.11%
+5,832
155
$1.47M 0.11%
+3,795
156
$1.45M 0.1%
+3,472
157
$1.45M 0.1%
+11,571
158
$1.43M 0.1%
+18,294
159
$1.42M 0.1%
+15,970
160
$1.42M 0.1%
+5,855
161
$1.41M 0.1%
+4,018
162
$1.4M 0.1%
+24,150
163
$1.39M 0.1%
+12,035
164
$1.38M 0.1%
+10,185
165
$1.38M 0.1%
+10,861
166
$1.38M 0.1%
+51,320
167
$1.37M 0.1%
+8,166
168
$1.37M 0.1%
+3,502
169
$1.37M 0.1%
+4,334
170
$1.36M 0.1%
+6,029
171
$1.36M 0.1%
+4,551
172
$1.35M 0.1%
+65,618
173
$1.35M 0.1%
+20,536
174
$1.35M 0.1%
+17,229
175
$1.35M 0.1%
+8,381
5 6
7
8 9