HIMS

Hager Investment Management Services Portfolio holdings

AUM $183M
1-Year Est. Return 35.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$949K
3
+$770K
4
GLW icon
Corning
GLW
+$695K
5
TSM icon
TSMC
TSM
+$417K

Top Sells

1
+$1.77M
2
+$1.17M
3
+$893K
4
CMG icon
Chipotle Mexican Grill
CMG
+$786K
5
AAPL icon
Apple
AAPL
+$771K

Sector Composition

1 Technology 28.99%
2 Financials 14.3%
3 Healthcare 12.86%
4 Consumer Discretionary 9.23%
5 Communication Services 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.56K 0.01%
+34
227
$8.34K 0.01%
135
228
$8.25K 0.01%
15
229
$7.37K 0.01%
300
230
$7.31K 0.01%
30
231
$7.14K 0.01%
50
232
$7.05K ﹤0.01%
80
233
$6.58K ﹤0.01%
32
234
$6.42K ﹤0.01%
+34
235
$6.37K ﹤0.01%
40
-70
236
$6.31K ﹤0.01%
100
237
$6.09K ﹤0.01%
+96
238
$6.09K ﹤0.01%
50
239
$6.02K ﹤0.01%
+280
240
$5.92K ﹤0.01%
60
241
$5.75K ﹤0.01%
+155
242
$5.7K ﹤0.01%
+266
243
$5.68K ﹤0.01%
6
244
$5.46K ﹤0.01%
55
-54
245
$5.39K ﹤0.01%
65
246
$5.38K ﹤0.01%
148
247
$5.36K ﹤0.01%
+93
248
$4.68K ﹤0.01%
58
249
$4.53K ﹤0.01%
15
+13
250
$4.09K ﹤0.01%
24
-23
8 9
10
11 12