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HIMS

Hager Investment Management Services Portfolio holdings

AUM $182M
1-Year Est. Return 45.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.58M
3
+$932K
4
IDXX icon
Idexx Laboratories
IDXX
+$571K
5
SMR icon
NuScale Power
SMR
+$518K

Top Sells

1
+$1.65M
2
+$1.08M
3
+$1.07M
4
NVDA icon
NVIDIA
NVDA
+$797K
5
EME icon
Emcor
EME
+$666K

Sector Composition

1 Technology 35.41%
2 Financials 12.66%
3 Healthcare 9.57%
4 Communication Services 9.27%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.54K ﹤0.01%
+605
227
$8.02K ﹤0.01%
208
+173
228
$7.92K ﹤0.01%
100
229
$7.37K ﹤0.01%
435
-115
230
$7.36K ﹤0.01%
40
231
$7.31K ﹤0.01%
148
232
$7.24K ﹤0.01%
+23
233
$7.22K ﹤0.01%
+79
234
$7.07K ﹤0.01%
30
235
$7.07K ﹤0.01%
50
236
$7.01K ﹤0.01%
38
-22
237
$7K ﹤0.01%
6
238
$6.69K ﹤0.01%
96
239
$6.57K ﹤0.01%
32
240
$5.79K ﹤0.01%
235
+35
241
$5.75K ﹤0.01%
61
-4
242
$5.69K ﹤0.01%
16
243
$5.39K ﹤0.01%
5
-9
244
$5.2K ﹤0.01%
+54
245
$5.18K ﹤0.01%
24
246
$5.04K ﹤0.01%
25
247
$4.9K ﹤0.01%
+25
248
$4.82K ﹤0.01%
167
249
$4.82K ﹤0.01%
25
250
$4.75K ﹤0.01%
55
8 9
10
11 12