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
551
$221K 0.02%
+3,937
552
$221K 0.02%
+1,872
553
$221K 0.02%
+1,761
554
$221K 0.02%
+9,099
555
$220K 0.02%
+1,453
556
$219K 0.02%
+1,006
557
$219K 0.02%
+2,757
558
$219K 0.02%
+2,487
559
$217K 0.02%
+2,385
560
$217K 0.02%
+3,199
561
$216K 0.02%
+12,225
562
$215K 0.02%
+2,821
563
$213K 0.02%
+15,823
564
$213K 0.02%
+16,989
565
$213K 0.02%
+22,415
566
$212K 0.02%
+1,581
567
$211K 0.02%
+1,037
568
$210K 0.02%
+2,725
569
$210K 0.02%
+1,991
570
$209K 0.02%
+2,207
571
$209K 0.02%
+1,154
572
$208K 0.01%
+609
573
$208K 0.01%
+5,891
574
$208K 0.01%
+1,654
575
$207K 0.01%
+3,247
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