HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.7B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,611
New
Increased
Reduced
Closed

Top Buys

1
+$172M
2
+$83.4M
3
+$77.5M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$75.8M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$73.2M

Top Sells

1
+$445M
2
+$194M
3
+$165M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$163M
5
MSFT icon
Microsoft
MSFT
+$122M

Sector Composition

1 Technology 13.41%
2 Financials 10.17%
3 Healthcare 6.78%
4 Consumer Discretionary 6.47%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3026
$144K ﹤0.01%
15,382
-3,685
3027
$144K ﹤0.01%
21,023
-500,721
3028
$143K ﹤0.01%
14,875
+2,181
3029
$143K ﹤0.01%
44,761
+24,542
3030
$143K ﹤0.01%
10,000
3031
$141K ﹤0.01%
17,916
3032
$141K ﹤0.01%
24,300
-15,876
3033
$140K ﹤0.01%
13,097
-1,039
3034
$140K ﹤0.01%
13,223
-2,942
3035
$139K ﹤0.01%
22,672
+3,664
3036
$139K ﹤0.01%
17,605
-6,120
3037
$138K ﹤0.01%
+2,872
3038
$138K ﹤0.01%
10,250
-60
3039
$137K ﹤0.01%
30,556
+5,000
3040
$137K ﹤0.01%
20,250
-2,000
3041
$136K ﹤0.01%
22,793
3042
$135K ﹤0.01%
73,350
-23,000
3043
$134K ﹤0.01%
18,592
-5,478
3044
$132K ﹤0.01%
16,292
-2,075
3045
$131K ﹤0.01%
10,681
3046
$131K ﹤0.01%
11,872
-745
3047
$129K ﹤0.01%
+35,561
3048
$129K ﹤0.01%
+77,319
3049
$129K ﹤0.01%
+13,182
3050
$128K ﹤0.01%
27,200
120 121
122
123 124