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
526
$281K 0.01%
4,135
-49
527
$280K 0.01%
2,639
+16
528
$279K 0.01%
21,830
+355
529
$279K 0.01%
1,230
-58
530
$279K 0.01%
1,199
-1
531
$278K 0.01%
2,712
-142
532
$278K 0.01%
+1,703
533
$277K 0.01%
3,723
-41
534
$277K 0.01%
1,734
+42
535
$277K 0.01%
8,185
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536
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1,248
-68
537
$276K 0.01%
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538
$276K 0.01%
2,097
-77
539
$276K 0.01%
29,286
-199
540
$274K 0.01%
4,312
-95
541
$273K 0.01%
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542
$272K 0.01%
1,244
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543
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1,125
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544
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13,189
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545
$270K 0.01%
+1,871
546
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1,628
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547
$268K 0.01%
3,322
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548
$267K 0.01%
4,917
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549
$267K 0.01%
4,835
+169
550
$267K 0.01%
2,927
-107
20 21
22
23 24