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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $94.2B
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
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
3526
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-8,580
3527
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-68,847
3528
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-59,096
3529
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-130,034
3530
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-2,200
3531
– –
-117,123
3532
– –
-178,638
3533
– –
-4,000
3534
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-1,791
3535
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-13,927
3536
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-25,434
3537
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-2,919
3538
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-56,807
3539
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-1,100
3540
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-130,805
3541
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-5,943
3542
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-252,871
3543
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-9,245
3544
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-683
3545
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-198,170
3546
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-516
3547
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-10,777
3548
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-46,587
3549
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-69,907
3550
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-482,584
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