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
201
$1.3M 0.08%
5,099
+69
202
$1.28M 0.07%
8,158
+572
203
$1.27M 0.07%
16,545
-420
204
$1.26M 0.07%
42,541
-906
205
$1.24M 0.07%
3,381
+137
206
$1.23M 0.07%
15,740
+242
207
$1.2M 0.07%
81,139
-1,180
208
$1.19M 0.07%
28,959
-2,484
209
$1.19M 0.07%
5,084
-274
210
$1.19M 0.07%
4,212
+1,538
211
$1.18M 0.07%
3,597
+45
212
$1.17M 0.07%
28,968
+268
213
$1.15M 0.07%
17,764
+72
214
$1.15M 0.07%
25,719
-6,217
215
$1.15M 0.07%
11,123
-826
216
$1.15M 0.07%
5,770
-52
217
$1.13M 0.07%
11,159
-191
218
$1.12M 0.07%
16,433
+392
219
$1.11M 0.06%
7,926
-359
220
$1.1M 0.06%
1,446
-243
221
$1.08M 0.06%
10,837
+705
222
$1.08M 0.06%
107,395
223
$1.07M 0.06%
13,902
+1,889
224
$1.07M 0.06%
8,151
+868
225
$1.06M 0.06%
24,791
+2,387
7 8
9
10 11