HIMS

Hager Investment Management Services Portfolio holdings

AUM $168M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.87M
3
+$8.63M
4
MSFT icon
Microsoft
MSFT
+$7.74M
5
MRVL icon
Marvell Technology
MRVL
+$6.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.22%
2 Financials 13.19%
3 Healthcare 10.68%
4 Consumer Discretionary 9.33%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.15K ﹤0.01%
+6
227
$6.04K ﹤0.01%
+50
228
$5.87K ﹤0.01%
+65
229
$5.85K ﹤0.01%
+32
230
$5.72K ﹤0.01%
+148
231
$5.68K ﹤0.01%
+30
232
$5.61K ﹤0.01%
+150
233
$5.6K ﹤0.01%
+100
234
$4.84K ﹤0.01%
+70
235
$4.53K ﹤0.01%
+58
236
$3.99K ﹤0.01%
+778
237
$3.66K ﹤0.01%
+25
238
$3.49K ﹤0.01%
+25
239
$3.4K ﹤0.01%
+40
240
$3.34K ﹤0.01%
+167
241
$2.96K ﹤0.01%
+20
242
$2.95K ﹤0.01%
+44
243
$2.74K ﹤0.01%
+100
244
$2.51K ﹤0.01%
+240
245
$2.44K ﹤0.01%
+21
246
$2.43K ﹤0.01%
+17
247
$2.39K ﹤0.01%
+74
248
$2.18K ﹤0.01%
+35
249
$2.09K ﹤0.01%
+20
250
$2K ﹤0.01%
+27
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