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
$1.88B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$3.39M
3
+$3.28M
4
BSX icon
Boston Scientific
BSX
+$3.08M
5
FTNT icon
Fortinet
FTNT
+$2.92M

Top Sells

1
+$20.9M
2
+$9.68M
3
+$5.62M
4
SMCI icon
Super Micro Computer
SMCI
+$4.27M
5
TT icon
Trane Technologies
TT
+$3.28M

Sector Composition

1 Technology 34.21%
2 Financials 14.22%
3 Consumer Discretionary 10.93%
4 Healthcare 9.25%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$444K 0.02%
2,237
+103
402
$440K 0.02%
1,435
+77
403
$439K 0.02%
3,407
-795
404
$439K 0.02%
3,130
+7
405
$437K 0.02%
15,538
-122
406
$434K 0.02%
3,119
-41
407
$430K 0.02%
39,966
+96
408
$429K 0.02%
1,309
+399
409
$429K 0.02%
12,475
+314
410
$428K 0.02%
1,749
+10
411
$425K 0.02%
5,727
-4,089
412
$425K 0.02%
2,138
-2
413
$422K 0.02%
6,186
+220
414
$421K 0.02%
710
-1
415
$420K 0.02%
3,791
-479
416
$419K 0.02%
3,975
-73
417
$419K 0.02%
8,782
+54
418
$417K 0.02%
3,871
-4
419
$417K 0.02%
2,065
-45
420
$415K 0.02%
6,043
+680
421
$414K 0.02%
2,640
+37
422
$413K 0.02%
12,682
-279
423
$412K 0.02%
1,445
-43
424
$409K 0.02%
1,721
-89
425
$407K 0.02%
4,655
+27
15 16
17
18 19