HIMS

Hager Investment Management Services Portfolio holdings

AUM $183M
1-Year Est. Return 35.34%
This Quarter Est. Return
1 Year Est. Return
+35.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$969K
3
+$733K
4
AZO icon
AutoZone
AZO
+$724K
5
DRI icon
Darden Restaurants
DRI
+$320K

Top Sells

1
+$1M
2
+$554K
3
+$529K
4
MRVL icon
Marvell Technology
MRVL
+$479K
5
NVDA icon
NVIDIA
NVDA
+$305K

Sector Composition

1 Technology 33.18%
2 Financials 13.23%
3 Healthcare 10.5%
4 Communication Services 9.06%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.82K ﹤0.01%
96
227
$6.82K ﹤0.01%
30
228
$6.47K ﹤0.01%
148
229
$6.3K ﹤0.01%
6
230
$6.02K ﹤0.01%
+40
231
$5.97K ﹤0.01%
80
232
$5.77K ﹤0.01%
65
233
$5.03K ﹤0.01%
24
234
$4.88K ﹤0.01%
16
+10
235
$4.68K ﹤0.01%
65
236
$4.49K ﹤0.01%
55
237
$4.35K ﹤0.01%
15
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$4.3K ﹤0.01%
55
239
$4.3K ﹤0.01%
58
240
$4.15K ﹤0.01%
25
241
$4.06K ﹤0.01%
+200
242
$3.99K ﹤0.01%
25
243
$3.7K ﹤0.01%
35
244
$3.56K ﹤0.01%
27
245
$3.54K ﹤0.01%
13
246
$3.33K ﹤0.01%
167
247
$3.3K ﹤0.01%
44
248
$2.94K ﹤0.01%
100
249
$2.81K ﹤0.01%
83
-906
250
$2.72K ﹤0.01%
40
8 9
10
11 12