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
$349M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.84M
3
+$1.13M
4
AMZN icon
Amazon
AMZN
+$978K
5
EL icon
Estee Lauder
EL
+$945K

Top Sells

1
+$10.2M
2
+$3.41M
3
+$1.19M
4
AMT icon
American Tower
AMT
+$1.01M
5
SWKS icon
Skyworks Solutions
SWKS
+$987K

Sector Composition

1 Financials 12.85%
2 Healthcare 12.8%
3 Technology 12.72%
4 Consumer Staples 11.26%
5 Industrials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$322K 0.09%
3,381
+389
202
$319K 0.09%
1,248
+94
203
$319K 0.09%
1,814
+63
204
$317K 0.09%
9,581
-1,719
205
$316K 0.09%
11,174
-2,647
206
$313K 0.09%
23,380
+2,040
207
$313K 0.09%
4,793
-219
208
$312K 0.09%
4,820
-300
209
$312K 0.09%
6,503
+178
210
$310K 0.09%
1,636
+193
211
$309K 0.09%
7,479
212
$299K 0.09%
6,042
+2,457
213
$299K 0.09%
4,642
-104
214
$294K 0.08%
+2,726
215
$294K 0.08%
6,977
+105
216
$292K 0.08%
3,472
+205
217
$292K 0.08%
3,881
+239
218
$291K 0.08%
1,851
+107
219
$290K 0.08%
3,613
-523
220
$290K 0.08%
7,359
+555
221
$289K 0.08%
4,209
+176
222
$289K 0.08%
4,509
-89
223
$287K 0.08%
2,390
-143
224
$278K 0.08%
7,935
+229
225
$278K 0.08%
5,452
-767
7 8
9
10 11