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
426
$406K 0.02%
2,255
+24
427
$405K 0.02%
24,143
-157
428
$404K 0.02%
6,399
-324
429
$402K 0.02%
1,873
-290
430
$401K 0.02%
4,171
-1
431
$399K 0.02%
9,882
+705
432
$398K 0.02%
2,231
433
$397K 0.02%
1,275
+39
434
$396K 0.02%
+9,214
435
$395K 0.02%
883
-72
436
$391K 0.02%
4,479
+283
437
$391K 0.02%
5,154
+420
438
$388K 0.02%
878
+125
439
$387K 0.02%
2,473
+18
440
$385K 0.02%
2,685
+2
441
$379K 0.02%
11,173
-219
442
$378K 0.02%
1,203
+135
443
$376K 0.02%
34,682
+6,172
444
$374K 0.02%
6,937
-10
445
$373K 0.02%
2,069
-65
446
$373K 0.02%
1,770
+2
447
$372K 0.02%
909
+38
448
$371K 0.02%
4,657
-707
449
$369K 0.02%
5,331
+304
450
$369K 0.02%
2,252
+1
16 17
18
19 20