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
176
$1.53M 0.09%
63,245
+11,573
177
$1.52M 0.09%
7,238
+374
178
$1.52M 0.09%
17,175
-1,991
179
$1.5M 0.09%
38,468
-1,240
180
$1.48M 0.09%
6,044
-34
181
$1.48M 0.09%
7,902
-74
182
$1.47M 0.09%
9,529
-896
183
$1.47M 0.09%
6,263
-135
184
$1.46M 0.09%
8,006
-636
185
$1.46M 0.09%
15,658
-495
186
$1.46M 0.09%
62,250
-17,530
187
$1.46M 0.08%
5,649
-3,785
188
$1.45M 0.08%
23,088
-1,666
189
$1.44M 0.08%
3,469
+26
190
$1.43M 0.08%
6,017
-1,471
191
$1.42M 0.08%
8,671
+318
192
$1.4M 0.08%
14,043
+116
193
$1.36M 0.08%
5,071
-69
194
$1.35M 0.08%
2,663
-18
195
$1.34M 0.08%
20,138
+104
196
$1.34M 0.08%
4,326
-56
197
$1.33M 0.08%
19,508
-8,275
198
$1.33M 0.08%
3,650
+143
199
$1.32M 0.08%
18,174
+1,828
200
$1.31M 0.08%
5,633
-109
6 7
8
9 10