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
551
$266K 0.01%
1,737
-53
552
$265K 0.01%
6,925
553
$263K 0.01%
5,063
+40
554
$262K 0.01%
+1,429
555
$261K 0.01%
19,003
+1,107
556
$260K 0.01%
1,240
-21
557
$259K 0.01%
3,902
-428
558
$256K 0.01%
+5,263
559
$256K 0.01%
3,217
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560
$255K 0.01%
+8,610
561
$255K 0.01%
2,965
-58
562
$254K 0.01%
20,174
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563
$252K 0.01%
7,759
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564
$251K 0.01%
15,811
-515
565
$251K 0.01%
+3,626
566
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1,436
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567
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569
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108,620
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571
$247K 0.01%
788
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1,479
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$246K 0.01%
1,910
+113
574
$246K 0.01%
5,353
+1,044
575
$245K 0.01%
15,255
-241
21 22
23
24 25