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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
$364M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$8.4M
3
+$5.49M
4
BRSP
BrightSpire Capital
BRSP
+$3.3M
5
ABBV icon
AbbVie
ABBV
+$2.32M

Top Sells

1
+$7.65M
2
+$6.88M
3
+$3.63M
4
XHR
Xenia Hotels & Resorts
XHR
+$2.08M
5
PNC icon
PNC Financial Services
PNC
+$1.47M

Sector Composition

1 Technology 15.08%
2 Financials 13.05%
3 Consumer Staples 11.51%
4 Healthcare 11.23%
5 Industrials 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
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