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
176
$1.27M 0.09%
20,096
+236
177
$1.27M 0.09%
1,805
+144
178
$1.25M 0.09%
6,886
-2,059
179
$1.24M 0.09%
8,093
+33
180
$1.24M 0.09%
7,831
+17
181
$1.24M 0.09%
4,118
-216
182
$1.23M 0.09%
5,806
+106
183
$1.23M 0.09%
1,552
-7
184
$1.21M 0.09%
8,126
-40
185
$1.21M 0.09%
12,341
-188
186
$1.2M 0.08%
14,781
+1,771
187
$1.19M 0.08%
10,347
+1,040
188
$1.18M 0.08%
20,032
+2,803
189
$1.16M 0.08%
394
-4
190
$1.15M 0.08%
14,057
-166
191
$1.15M 0.08%
4,281
-379
192
$1.15M 0.08%
2,656
-54
193
$1.15M 0.08%
8,685
+1,045
194
$1.15M 0.08%
8,044
-3
195
$1.14M 0.08%
10,621
-240
196
$1.14M 0.08%
3,511
-507
197
$1.11M 0.08%
4,456
+100
198
$1.11M 0.08%
14,045
-344
199
$1.11M 0.08%
7,776
+1,138
200
$1.1M 0.08%
3,789
+183
6 7
8
9 10