HIMS
Hager Investment Management Services Portfolio holdings
AUM
$182M
1-Year Est. Return
45.27%
This Fund
S&P 500
1 Year Est. Return
+45.27%
AUM
$182M
AUM Growth
-$1.4M
(-0.77%)
Holding
343
Top Buys
| 1 | +$1.26M | |
| 2 | +$822K | |
| 3 | +$679K | |
| 4 |
Gilead Sciences
GILD
|
+$602K |
| 5 |
Citizens Financial Group
CFG
|
+$559K |
Top Sells
| 1 | +$1.08M | |
| 2 | +$613K | |
| 3 | +$368K | |
| 4 |
Lowe's Companies
LOW
|
+$335K |
| 5 |
American Tower
AMT
|
+$301K |
Sector Composition
| 1 | Technology | 32.96% |
| 2 | Financials | 11.92% |
| 3 | Healthcare | 10.39% |
| 4 | Communication Services | 9.03% |
| 5 | Industrials | 8.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Broadcom
AVGO
$1.83T
| $8.77M | 4.82% |
28,343
-608
|
|
||
2
Apple
AAPL
$4.51T
| $8.71M | 4.79% |
34,317
-351
|
|
||
3
NVIDIA
NVDA
$4.97T
| $8.02M | 4.41% |
46,003
-865
|
|
||
4
Alphabet (Google) Class A
GOOGL
$4.46T
| $7.55M | 4.15% |
26,243
-301
|
|
||
5
Microsoft
MSFT
$3.1T
| $5.79M | 3.18% |
15,652
+397
|
|
||
6
Palantir
PLTR
$325B
| $4.85M | 2.66% |
33,148
+293
|
|
||
7
Eli Lilly
LLY
$1.01T
| $4.7M | 2.58% |
5,109
-55
|
|
||
8
Corning
GLW
$153B
| $4.27M | 2.35% |
31,440
-8,952
|
|
||
9
Amazon
AMZN
$2.65T
| $4.07M | 2.24% |
19,543
+178
|
|
||
10
Netflix
NFLX
$346B
| $3.93M | 2.16% |
40,925
+3,737
|
|
||
11
Meta Platforms (Facebook)
META
$1.51T
| $3.86M | 2.12% |
6,754
+566
|
|
||
12
Costco
COST
$431B
| $3.83M | 2.1% |
3,843
-139
|
|
||
13
Walmart Inc
WMT
$946B
| $3.81M | 2.1% |
30,681
-2,088
|
|
||
14
TSMC
TSM
$2.15T
| $3.66M | 2.01% |
10,830
-1,070
|
|
||
15
JPMorgan Chase
JPM
$837B
| $3.51M | 1.93% |
11,945
-30
|
|
||
16
Cisco
CSCO
$479B
| $3.45M | 1.89% |
44,421
-1,151
|
|
||
17
Home Depot
HD
$310B
| $3.21M | 1.76% |
9,757
+994
|
|
||
18
Stryker
SYK
$117B
| $3.19M | 1.75% |
9,715
+73
|
|
||
19
Caterpillar
CAT
$417B
| $3.02M | 1.66% |
4,263
-139
|
|
||
20
Amphenol
APH
$171B
| $3.02M | 1.66% |
23,893
-317
|
|
||
21
Advanced Micro Devices
AMD
$760B
| $2.97M | 1.63% |
14,593
-591
|
|
||
22
Charles Schwab
SCHW
$155B
| $2.79M | 1.53% |
29,697
+696
|
|
||
23
Dell
DELL
$256B
| $2.77M | 1.52% |
16,878
-1,182
|
|
||
24
Emcor
EME
$36.3B
| $2.66M | 1.46% |
3,599
-238
|
|
||
25
Toll Brothers
TOL
$12.9B
| $2.51M | 1.38% |
18,395
+1,798
|
|