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
476
$289K 0.02%
+10,147
477
$289K 0.02%
+3,015
478
$288K 0.02%
+901
479
$285K 0.02%
+2,816
480
$284K 0.02%
+1,576
481
$282K 0.02%
+4,909
482
$280K 0.02%
+2,025
483
$278K 0.02%
+1,947
484
$276K 0.02%
+1,800
485
$275K 0.02%
+208
486
$272K 0.02%
+1,622
487
$271K 0.02%
+1,398
488
$271K 0.02%
+9,056
489
$269K 0.02%
+2,672
490
$269K 0.02%
+3,413
491
$268K 0.02%
+1,694
492
$267K 0.02%
+3,916
493
$267K 0.02%
+4,560
494
$267K 0.02%
+2,735
495
$266K 0.02%
+3,800
496
$266K 0.02%
+9,838
497
$265K 0.02%
+1,239
498
$264K 0.02%
+7,440
499
$262K 0.02%
+3,156
500
$261K 0.02%
+21,810
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