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
2101
– –
-64,091
2102
– –
-12,247
2103
– –
-5,590
2104
– –
-77,341
2105
– –
-2,701
2106
– –
-195,558
2107
– –
-11,504
2108
– –
-108,860
2109
– –
-196,100
2110
– –
-9,460
2111
– –
-80,373
2112
– –
-68,036
2113
– –
-23,362
2114
– –
-230,390
2115
– –
-2,245
2116
– –
-65,490
2117
– –
-5,211
2118
– –
-62,977
2119
– –
-17,640
2120
– –
-87,300
2121
– –
-5,726
2122
– –
-6,371
2123
– –
-1,358
2124
– –
-73,278
2125
– –
-1,250
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