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
451
$366K 0.02%
657
-63
452
$364K 0.02%
2,010
-244
453
$362K 0.02%
7,371
-2,151
454
$361K 0.02%
6,603
+119
455
$361K 0.02%
2,871
+59
456
$361K 0.02%
2,288
+120
457
$360K 0.02%
3,431
-49
458
$359K 0.02%
2,071
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459
$357K 0.02%
3,120
-180
460
$356K 0.02%
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-9
461
$355K 0.02%
1,799
-12
462
$355K 0.02%
2,741
-6
463
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2,241
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464
$348K 0.02%
3,457
+193
465
$348K 0.02%
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-18
466
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13,303
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467
$345K 0.02%
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468
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2,026
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469
$342K 0.02%
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470
$342K 0.02%
14,842
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471
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3,188
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$338K 0.02%
2,348
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473
$338K 0.02%
16,534
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474
$336K 0.02%
1,853
-30
475
$335K 0.02%
2,972
+6
17 18
19
20 21