HAG
HighPoint Advisor Group Portfolio holdings
AUM
$2.16B
1-Year Est. Return
29.1%
This Fund
S&P 500
1 Year Est. Return
+29.1%
AUM
$2.1B
AUM Growth
+$217M
(+12%)
Holding
728
Top Buys
| 1 | +$10.8M | |
| 2 | +$6.98M | |
| 3 | +$3.6M | |
| 4 |
UnitedHealth
UNH
|
+$3.1M |
| 5 |
Apple
AAPL
|
+$2.84M |
Top Sells
| 1 | +$5.32M | |
| 2 | +$3.35M | |
| 3 | +$2.39M | |
| 4 |
Pfizer
PFE
|
+$1.71M |
| 5 |
JPMorgan Chase
JPM
|
+$1.43M |
Sector Composition
| 1 | Technology | 35.5% |
| 2 | Financials | 13.19% |
| 3 | Consumer Discretionary | 10.97% |
| 4 | Healthcare | 9.41% |
| 5 | Industrials | 8.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
701
Akamai
AKAM
$13.7B
| – | – |
-4,657
|
|
||
702
Booz Allen Hamilton
BAH
$10.7B
| – | – |
-3,162
|
|
||
703
Ball Corp
BALL
$17.8B
| – | – |
-3,567
|
|
||
704
Conagra Brands
CAG
$9.26B
| – | – |
-13,189
|
|