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
$285M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$4.64M
3
+$4.48M
4
AAPL icon
Apple
AAPL
+$4.35M
5
CLX icon
Clorox
CLX
+$4.26M

Top Sells

1
+$801K
2
+$769K
3
+$664K
4
EA icon
Electronic Arts
EA
+$601K
5
PYPL icon
PayPal
PYPL
+$556K

Sector Composition

1 Consumer Staples 13.71%
2 Healthcare 13.58%
3 Communication Services 11.7%
4 Industrials 10.6%
5 Technology 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$292K 0.1%
+1,162
202
$291K 0.1%
6,527
-4,302
203
$290K 0.1%
+4,533
204
$290K 0.1%
+2,527
205
$283K 0.1%
23,377
+12,602
206
$282K 0.1%
764
+90
207
$280K 0.1%
10,002
+3,271
208
$279K 0.1%
3,780
+607
209
$276K 0.1%
5,233
+1,839
210
$275K 0.1%
+2,866
211
$274K 0.1%
+5,219
212
$271K 0.1%
3,108
+21
213
$268K 0.09%
+6,278
214
$257K 0.09%
2,038
+276
215
$254K 0.09%
+1,867
216
$253K 0.09%
23,808
+6,804
217
$253K 0.09%
+1,272
218
$252K 0.09%
+801
219
$250K 0.09%
+3,168
220
$247K 0.09%
+2,369
221
$244K 0.09%
3,294
+1,065
222
$243K 0.09%
6,691
+531
223
$242K 0.08%
+2,710
224
$237K 0.08%
+2,226
225
$236K 0.08%
3,450
+144
7 8
9
10 11