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
$8.4B
AUM Growth
+$842M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,172
New
Increased
Reduced
Closed

Top Buys

1
+$46.5M
2
+$44.8M
3
+$43.2M
4
VV icon
Vanguard Large-Cap ETF
VV
+$29.9M
5
DY icon
Dycom Industries
DY
+$24.1M

Top Sells

1
+$47.9M
2
+$40.1M
3
+$32.6M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$22.2M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$19M

Sector Composition

1 Healthcare 11.79%
2 Technology 10.14%
3 Financials 8.69%
4 Industrials 8.57%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
– –
-8,773
2077
– –
-7,660
2078
– –
-5,841
2079
– –
0
2080
– –
-8,086
2081
– –
-15,894
2082
– –
-53,402
2083
– –
-108,741
2084
– –
-77,589
2085
– –
-24,445
2086
– –
-14,220
2087
– –
-75,772
2088
– –
-43,690
2089
– –
-281,350
2090
– –
-54,390
2091
– –
-325,276
2092
– –
-5,749
2093
– –
-57,810
2094
– –
-5,346
2095
– –
-9,582
2096
– –
-14,724
2097
– –
-7,011
2098
– –
-103,511
2099
– –
-11,750
2100
– –
-10,946
82 83
84
85 86