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HAG

HighPoint Advisor Group Portfolio holdings

AUM $2.39B
1-Year Est. Return 28.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
-$1.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$1.39M
3 +$1.23M
4
MET icon
MetLife
MET
+$910K
5
CSCO icon
Cisco
CSCO
+$859K

Top Sells

1 +$1.21M
2 +$1.14M
3 +$1.01M
4
TJX icon
TJX Companies
TJX
+$967K
5
HD icon
Home Depot
HD
+$912K

Sector Composition

1 Healthcare 13.83%
2 Financials 12.86%
3 Consumer Staples 12.09%
4 Communication Services 11.48%
5 Industrials 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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