HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.9B
AUM Growth
-$508M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,124
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$16.3M
3
+$12.9M
4
TWX
Time Warner Inc
TWX
+$12.5M
5
GLD icon
SPDR Gold Trust
GLD
+$10.4M

Top Sells

1
+$27.6M
2
+$23.4M
3
+$15M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$14.3M
5
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$13.2M

Sector Composition

1 Healthcare 11.63%
2 Technology 9.75%
3 Industrials 9.07%
4 Financials 8.23%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-40,374
2027
– –
-58,081
2028
– –
-6,434
2029
– –
-14,146
2030
– –
-14,450
2031
– –
-9,808
2032
– –
-33,135
2033
– –
-11,199
2034
– –
0
2035
– –
-13,089
2036
– –
-5,310
2037
– –
0
2038
– –
-89,790
2039
– –
-155,060
2040
– –
-2,024
2041
– –
-16,900
2042
– –
-86,829
2043
– –
-65,074
2044
– –
-16,720
2045
– –
-62,541
2046
– –
-8,507
2047
– –
-67,052
2048
– –
-21,253
2049
– –
-88,844
2050
– –
-45,470
79 80 81
82
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