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
$993M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.9M
3
+$4.44M
4
AMZN icon
Amazon
AMZN
+$3.97M
5
FSK icon
FS KKR Capital
FSK
+$3.19M

Top Sells

1
+$4.89M
2
+$3.37M
3
+$1.25M
4
NIO icon
NIO
NIO
+$1.11M
5
ENPH icon
Enphase Energy
ENPH
+$1.04M

Sector Composition

1 Technology 25.77%
2 Financials 14.14%
3 Healthcare 12.99%
4 Consumer Discretionary 12.37%
5 Communication Services 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$832K 0.08%
6,939
+154
202
$828K 0.08%
+9,015
203
$824K 0.08%
2,227
+67
204
$819K 0.08%
10,528
+2,679
205
$809K 0.08%
4,629
+702
206
$808K 0.08%
+31,345
207
$804K 0.08%
8,351
+2,339
208
$803K 0.08%
5,103
+103
209
$797K 0.08%
16,400
+1,037
210
$794K 0.08%
3,324
+579
211
$790K 0.08%
+41,023
212
$788K 0.08%
20,225
+483
213
$787K 0.08%
13,152
+1,276
214
$783K 0.08%
10,644
+1,338
215
$781K 0.08%
29,630
-448
216
$770K 0.08%
7,621
-1,995
217
$769K 0.08%
3,155
+203
218
$767K 0.08%
24,157
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219
$759K 0.08%
4,923
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220
$757K 0.08%
7,051
+1,548
221
$756K 0.08%
14,754
+1,228
222
$751K 0.08%
+6,320
223
$744K 0.07%
3,951
+1,549
224
$743K 0.07%
7,785
+378
225
$740K 0.07%
9,564
-9,706
7 8
9
10 11