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
576
$245K 0.01%
+501
577
$245K 0.01%
1,239
+14
578
$245K 0.01%
7,396
+1,077
579
$244K 0.01%
1,946
+210
580
$244K 0.01%
16,165
+44
581
$243K 0.01%
+1,490
582
$240K 0.01%
6,419
+176
583
$240K 0.01%
+1,792
584
$239K 0.01%
1,582
+14
585
$239K 0.01%
1,974
-66
586
$239K 0.01%
+2,954
587
$236K 0.01%
3,068
-657
588
$236K 0.01%
+25,673
589
$234K 0.01%
456
-320
590
$232K 0.01%
7,672
-532
591
$231K 0.01%
1,552
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592
$231K 0.01%
5,342
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593
$230K 0.01%
17,441
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594
$230K 0.01%
7,348
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595
$229K 0.01%
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-7
596
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2,001
-209
597
$229K 0.01%
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598
$228K 0.01%
4,875
-19
599
$226K 0.01%
16,615
-3,789
600
$226K 0.01%
1,788
-9
22 23
24
25 26