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
526
$235K 0.02%
+2,976
527
$235K 0.02%
+5,284
528
$235K 0.02%
+1,376
529
$235K 0.02%
+5,823
530
$235K 0.02%
+2,117
531
$234K 0.02%
+5,196
532
$233K 0.02%
+154
533
$233K 0.02%
+2,820
534
$231K 0.02%
+2,864
535
$229K 0.02%
+2,037
536
$229K 0.02%
+2,397
537
$229K 0.02%
+1,008
538
$229K 0.02%
+8,450
539
$228K 0.02%
+63,938
540
$228K 0.02%
+1,464
541
$227K 0.02%
+6,828
542
$226K 0.02%
+7,578
543
$225K 0.02%
+3,167
544
$225K 0.02%
+1,693
545
$224K 0.02%
+2,457
546
$224K 0.02%
+13,035
547
$223K 0.02%
+5,176
548
$223K 0.02%
+2,460
549
$223K 0.02%
+2,731
550
$222K 0.02%
+2,374
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