HIMS

Hager Investment Management Services Portfolio holdings

AUM $168M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.87M
3
+$8.63M
4
MSFT icon
Microsoft
MSFT
+$7.74M
5
MRVL icon
Marvell Technology
MRVL
+$6.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.22%
2 Financials 13.19%
3 Healthcare 10.68%
4 Consumer Discretionary 9.33%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.97K ﹤0.01%
+25
252
$1.91K ﹤0.01%
+113
253
$1.88K ﹤0.01%
+38
254
$1.71K ﹤0.01%
+61
255
$1.45K ﹤0.01%
+6
256
$1.44K ﹤0.01%
+55
257
$1.41K ﹤0.01%
+35
258
$1.38K ﹤0.01%
+33
259
$1.35K ﹤0.01%
+17
260
$1.23K ﹤0.01%
+50
261
$1.12K ﹤0.01%
+53
262
$1.02K ﹤0.01%
+47
263
$985 ﹤0.01%
+5
264
$979 ﹤0.01%
+7
265
$959 ﹤0.01%
+48
266
$909 ﹤0.01%
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267
$895 ﹤0.01%
+20
268
$871 ﹤0.01%
+35
269
$803 ﹤0.01%
+76
270
$630 ﹤0.01%
+5
271
$556 ﹤0.01%
+50
272
$553 ﹤0.01%
+2
273
$500 ﹤0.01%
+68
274
$426 ﹤0.01%
+200
275
$408 ﹤0.01%
+13
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