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
$1.72B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$3.72M
3
+$2.62M
4
HWM icon
Howmet Aerospace
HWM
+$2.5M
5
SMCI icon
Super Micro Computer
SMCI
+$2.15M

Top Sells

1
+$113M
2
+$19.5M
3
+$5.74M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.7M
5
AMZN icon
Amazon
AMZN
+$3.73M

Sector Composition

1 Technology 33.54%
2 Financials 12.48%
3 Healthcare 10.98%
4 Consumer Discretionary 9.98%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.89M 0.11%
6,263
+319
152
$1.87M 0.11%
24,882
-28,061
153
$1.85M 0.11%
6,609
+46
154
$1.85M 0.11%
6,190
-27
155
$1.84M 0.11%
158,004
156
$1.82M 0.11%
31,571
+5,322
157
$1.81M 0.11%
14,337
-151
158
$1.81M 0.11%
11,964
+275
159
$1.78M 0.1%
3,441
-621
160
$1.76M 0.1%
19,650
+587
161
$1.75M 0.1%
3,845
+17
162
$1.72M 0.1%
14,222
-20
163
$1.71M 0.1%
33,234
-1,776
164
$1.68M 0.1%
4,549
-37
165
$1.64M 0.1%
3,859
+366
166
$1.64M 0.1%
3,485
-943
167
$1.64M 0.1%
6,860
+1,153
168
$1.6M 0.09%
151,481
-7,964
169
$1.6M 0.09%
24,242
-948
170
$1.6M 0.09%
22,368
-1,343
171
$1.6M 0.09%
14,584
-4,276
172
$1.57M 0.09%
18,746
-7,052
173
$1.56M 0.09%
12,824
+121
174
$1.55M 0.09%
32,460
+1,984
175
$1.54M 0.09%
11,995
-2,310
5 6
7
8 9