HAG
HighPoint Advisor Group Portfolio holdings
AUM
$1.88B
1-Year Est. Return
26.16%
1 Year Est. Return
+26.16%
AUM
$1.88B
AUM Growth
+$164M
(+9.6%)
Holding
705
Top Buys
| 1 | +$5.71M | |
| 2 | +$4.16M | |
| 3 | +$3.76M | |
| 4 |
Boston Scientific
BSX
|
+$3.26M |
| 5 |
Capital One
COF
|
+$3.08M |
Top Sells
| 1 | +$19.3M | |
| 2 | +$9.68M | |
| 3 | +$5.7M | |
| 4 |
Super Micro Computer
SMCI
|
+$5.43M |
| 5 |
Meta Platforms (Facebook)
META
|
+$3.74M |
Sector Composition
| 1 | Technology | 34.22% |
| 2 | Financials | 14.21% |
| 3 | Consumer Discretionary | 10.93% |
| 4 | Healthcare | 9.25% |
| 5 | Industrials | 8.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
FedEx
FDX
$58.4B
| $1.71M | 0.09% |
7,506
-167
|
|
||
177
JD.com
JD
$48.5B
| $1.69M | 0.09% |
51,795
-1,242
|
|
||
178
Intercontinental Exchange
ICE
$91.5B
| $1.69M | 0.09% |
9,211
+408
|
|
||
179
Ford
F
$52.8B
| $1.68M | 0.09% |
154,789
+7,891
|
|
||
180
Guidewire Software
GWRE
$21.4B
| $1.67M | 0.09% |
7,114
-112
|
|
||
181
Synopsys
SNPS
$86.4B
| $1.67M | 0.09% |
3,267
-105
|
|
||
182
Oneok
OKE
$43.6B
| $1.67M | 0.09% |
20,462
-626
|
|
||
183
Enbridge
ENB
$103B
| $1.66M | 0.09% |
36,714
+3,294
|
|
||
184
Iron Mountain
IRM
$31.4B
| $1.61M | 0.09% |
15,728
+52
|
|
||
185
United Rentals
URI
$57.3B
| $1.59M | 0.08% |
2,111
+135
|
|
||
186
Prologis
PLD
$118B
| $1.59M | 0.08% |
15,114
+1,834
|
|
||
187
Ameriprise Financial
AMP
$45.7B
| $1.56M | 0.08% |
2,926
+88
|
|
||
188
Zoetis
ZTS
$65.4B
| $1.55M | 0.08% |
9,943
-594
|
|
||
189
Aon
AON
$72.6B
| $1.53M | 0.08% |
4,290
-101
|
|
||
190
MetLife
MET
$52.5B
| $1.51M | 0.08% |
18,828
+1,323
|
|
||
191
CION Investment
CION
$495M
| $1.51M | 0.08% |
157,704
|
|
||
192
SAP
SAP
$317B
| $1.51M | 0.08% |
4,954
-232
|
|
||
193
Colgate-Palmolive
CL
$62.9B
| $1.5M | 0.08% |
16,507
+144
|
|
||
194
Consolidated Edison
ED
$36.1B
| $1.48M | 0.08% |
14,701
+10
|
|
||
195
O'Reilly Automotive
ORLY
$81.1B
| $1.47M | 0.08% |
16,290
-3,270
|
|
||
196
Cencora
COR
$65.2B
| $1.45M | 0.08% |
4,843
-347
|
|
||
197
Crane Co
CR
$11B
| $1.45M | 0.08% |
7,624
-2
|
|
||
198
Xcel Energy
XEL
$47.7B
| $1.44M | 0.08% |
21,085
-251
|
|
||
199
Elevance Health
ELV
$76.1B
| $1.41M | 0.08% |
3,632
+278
|
|
||
200
Prudential Financial
PRU
$36B
| $1.41M | 0.07% |
13,098
-88
|
|