HIMS
Hager Investment Management Services Portfolio holdings
AUM
$168M
This Quarter Return
-5.63%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
-$17.2M
(-11%)
Cap. Flow
-$4.14M
Cap. Flow
% of AUM
-2.9%
Top 10 Holdings %
Top 10 Hldgs %
35.98%
Holding
321
New
34
Increased
61
Reduced
94
Closed
15
Top Buys
| 1 |
Oracle
ORCL
|
$1.29M |
| 2 |
AutoZone
AZO
|
$1.05M |
| 3 |
Cisco
CSCO
|
$772K |
| 4 |
Corning
GLW
|
$644K |
| 5 |
TSMC
TSM
|
$357K |
Top Sells
| 1 |
Palantir
PLTR
|
$1.7M |
| 2 |
Broadcom
AVGO
|
$926K |
| 3 |
NVIDIA
NVDA
|
$764K |
| 4 |
Apple
AAPL
|
$739K |
| 5 |
Chipotle Mexican Grill
CMG
|
$726K |
Sector Composition
| 1 | Technology | 28.99% |
| 2 | Financials | 14.3% |
| 3 | Healthcare | 12.86% |
| 4 | Consumer Discretionary | 9.23% |
| 5 | Communication Services | 8.4% |
