HIMS
Hager Investment Management Services Portfolio holdings
AUM
$168M
This Quarter Return
+21.53%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$168M
AUM Growth
+$24.6M
(+17%)
Cap. Flow
+$634K
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
37.31%
Holding
317
New
10
Increased
59
Reduced
84
Closed
28
Top Buys
| 1 |
Cisco
CSCO
|
$992K |
| 2 |
Corning
GLW
|
$969K |
| 3 |
Amphenol
APH
|
$733K |
| 4 |
AutoZone
AZO
|
$724K |
| 5 |
Darden Restaurants
DRI
|
$320K |
Top Sells
| 1 |
Palantir
PLTR
|
$1M |
| 2 |
Toll Brothers
TOL
|
$554K |
| 3 |
Broadcom
AVGO
|
$529K |
| 4 |
Marvell Technology
MRVL
|
$479K |
| 5 |
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% |
