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
476
$333K 0.02%
+2,213
477
$332K 0.02%
6,440
-1,750
478
$331K 0.02%
10,358
-2,689
479
$329K 0.02%
3,162
-164
480
$329K 0.02%
3,171
-31
481
$328K 0.02%
2,219
+8
482
$326K 0.02%
21,196
+74
483
$325K 0.02%
1,239
-160
484
$324K 0.02%
6,584
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485
$323K 0.02%
1,866
-64
486
$322K 0.02%
6,606
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487
$321K 0.02%
12,854
-2,493
488
$320K 0.02%
9,263
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489
$318K 0.02%
3,910
-32
490
$317K 0.02%
1,089
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491
$317K 0.02%
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492
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2,858
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494
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5,478
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495
$314K 0.02%
1,663
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496
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3,492
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4,215
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498
$312K 0.02%
8,144
-1,344
499
$312K 0.02%
2,996
+96
500
$311K 0.02%
2,452
+5
18 19
20
21 22