HAG

HighPoint Advisor Group Portfolio holdings

AUM $2.1B
1-Year Est. Return 30.51%
This Quarter Est. Return
1 Year Est. Return
+30.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$4.59M
3
+$3.04M
4
NVDA icon
NVIDIA
NVDA
+$2.8M
5
RL icon
Ralph Lauren
RL
+$2.48M

Top Sells

1
+$4.71M
2
+$2.76M
3
+$2.3M
4
CEG icon
Constellation Energy
CEG
+$2.3M
5
ZTS icon
Zoetis
ZTS
+$2.25M

Sector Composition

1 Technology 31.61%
2 Financials 14.49%
3 Consumer Discretionary 10.61%
4 Healthcare 10.01%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.59M 0.09%
20,715
+3,195
177
$1.57M 0.09%
5,787
-85
178
$1.56M 0.09%
33,420
+2,156
179
$1.55M 0.09%
3,372
+8
180
$1.54M 0.09%
4,391
+685
181
$1.53M 0.09%
41,076
-7,239
182
$1.52M 0.09%
21,483
+539
183
$1.52M 0.09%
5,186
+137
184
$1.51M 0.09%
16,363
+33
185
$1.51M 0.09%
6,820
+562
186
$1.51M 0.09%
21,336
+420
187
$1.51M 0.09%
5,190
-109
188
$1.49M 0.09%
146,898
-115
189
$1.48M 0.09%
7,226
+555
190
$1.47M 0.09%
21,384
-1,236
191
$1.46M 0.09%
8,803
-768
192
$1.46M 0.09%
17,528
-43
193
$1.44M 0.08%
8,982
+983
194
$1.44M 0.08%
9,476
-2,747
195
$1.43M 0.08%
61,153
-25,455
196
$1.42M 0.08%
14,666
-885
197
$1.39M 0.08%
3,354
+162
198
$1.38M 0.08%
15,676
-2,064
199
$1.37M 0.08%
13,186
+259
200
$1.37M 0.08%
13,280
-1,669
6 7
8
9 10