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
$1.4B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$60.9M
3
+$38.4M
4
NVDA icon
NVIDIA
NVDA
+$33.8M
5
JPM icon
JPMorgan Chase
JPM
+$28.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 31.63%
2 Financials 13.13%
3 Healthcare 11.59%
4 Consumer Discretionary 10.43%
5 Industrials 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$404K 0.03%
+1,622
402
$402K 0.03%
+33,960
403
$398K 0.03%
+3,634
404
$391K 0.03%
+555
405
$389K 0.03%
+3,430
406
$387K 0.03%
+8,168
407
$387K 0.03%
+11,175
408
$385K 0.03%
+9,020
409
$385K 0.03%
+3,834
410
$380K 0.03%
+1,416
411
$376K 0.03%
+8,285
412
$376K 0.03%
+3,786
413
$376K 0.03%
+4,376
414
$374K 0.03%
+1,889
415
$374K 0.03%
+28,272
416
$373K 0.03%
+7,140
417
$372K 0.03%
+1,946
418
$371K 0.03%
+28,201
419
$369K 0.03%
+2,522
420
$369K 0.03%
+2,281
421
$366K 0.03%
+1,120
422
$360K 0.03%
+2,904
423
$360K 0.03%
+6,366
424
$360K 0.03%
+1,490
425
$359K 0.03%
+9,097
15 16
17
18 19