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
$183M
AUM Growth
-$1.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1 +$2.18M
2 +$1.84M
3 +$637K
4
HD icon
Home Depot
HD
+$556K
5
AXP icon
American Express
AXP
+$526K

Top Sells

1 +$1.87M
2 +$1.51M
3 +$918K
4
NVDA icon
NVIDIA
NVDA
+$723K
5
V icon
Visa
V
+$698K

Sector Composition

1 Technology 34.71%
2 Financials 12.79%
3 Healthcare 10.67%
4 Communication Services 9.34%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OC icon
251
Owens Corning
OC
$10.2B
$5.6K ﹤0.01%
50
AVAV icon
252
AeroVironment
AVAV
$15.7B
$5.56K ﹤0.01%
23
NCLH icon
253
Norwegian Cruise Line
NCLH
$9.52B
$5.25K ﹤0.01%
235
BNS icon
254
Scotiabank
BNS
$91.9B
$5.23K ﹤0.01%
+71
BA icon
255
Boeing
BA
$198B
$5.21K ﹤0.01%
24
EA icon
256
Electronic Arts
EA
$51.1B
$5.11K ﹤0.01%
25
PBW icon
257
Invesco WilderHill Clean Energy ETF
PBW
$831M
$5.1K ﹤0.01%
167
ACGL icon
258
Arch Capital
ACGL
$33.2B
$4.99K ﹤0.01%
+52
GEHC icon
259
GE HealthCare
GEHC
$37.2B
$4.76K ﹤0.01%
58
AZN icon
260
AstraZeneca
AZN
$284B
$4.5K ﹤0.01%
+49
EXEL icon
261
Exelixis
EXEL
$12B
$4.43K ﹤0.01%
+101
UTHR icon
262
United Therapeutics
UTHR
$20.3B
$4.38K ﹤0.01%
+9
ACM icon
263
Aecom
ACM
$12.7B
$4.29K ﹤0.01%
+45
RYAAY icon
264
Ryanair
RYAAY
$37.2B
$4.26K ﹤0.01%
+59
VPL icon
265
Vanguard FTSE Pacific ETF
VPL
$8.96B
$4.25K ﹤0.01%
+47
EEMA icon
266
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.67B
$4.23K ﹤0.01%
+45
NNE
267
Nano Nuclear Energy
NNE
$1.83B
$4.15K ﹤0.01%
173
-35
MPC icon
268
Marathon Petroleum
MPC
$52.6B
$4.07K ﹤0.01%
25
ONC
269
BeOne Medicines Ltd
ONC
$37.4B
$3.95K ﹤0.01%
+13
IGM icon
270
iShares Expanded Tech Sector ETF
IGM
$8.89B
$3.62K ﹤0.01%
+28
MDT icon
271
Medtronic
MDT
$129B
$3.55K ﹤0.01%
+37
EWJ icon
272
iShares MSCI Japan ETF
EWJ
$16.9B
$3.55K ﹤0.01%
44
CRM icon
273
Salesforce
CRM
$213B
$3.44K ﹤0.01%
13
TQQQ icon
274
ProShares UltraPro QQQ
TQQQ
$29.9B
$3.4K ﹤0.01%
64
VLTO icon
275
Veralto
VLTO
$25.2B
$3.39K ﹤0.01%
+34