HAG

HighPoint Advisor Group Portfolio holdings

AUM $2.16B
1-Year Est. Return 29.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$485M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1 +$48.9M
2 +$3.3M
3 +$1.51M
4
BA icon
Boeing
BA
+$1.05M
5
ABBV icon
AbbVie
ABBV
+$875K

Top Sells

1 +$950K
2 +$859K
3 +$824K
4
HON icon
Honeywell
HON
+$781K
5
CELG
Celgene Corp
CELG
+$779K

Sector Composition

1 Technology 18.71%
2 Consumer Staples 13.04%
3 Financials 12.7%
4 Healthcare 12.28%
5 Communication Services 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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