HIMS

Hager Investment Management Services Portfolio holdings

AUM $183M
1-Year Est. Return 35.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$949K
3
+$770K
4
GLW icon
Corning
GLW
+$695K
5
TSM icon
TSMC
TSM
+$417K

Top Sells

1
+$1.77M
2
+$1.17M
3
+$893K
4
CMG icon
Chipotle Mexican Grill
CMG
+$786K
5
AAPL icon
Apple
AAPL
+$771K

Sector Composition

1 Technology 28.99%
2 Financials 14.3%
3 Healthcare 12.86%
4 Consumer Discretionary 9.23%
5 Communication Services 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.08K ﹤0.01%
20
-40
252
$3.64K ﹤0.01%
25
253
$3.63K ﹤0.01%
27
-3
254
$3.62K ﹤0.01%
+55
255
$3.61K ﹤0.01%
25
256
$3.56K ﹤0.01%
65
257
$3.49K ﹤0.01%
13
-38
258
$3.02K ﹤0.01%
44
259
$2.85K ﹤0.01%
100
260
$2.8K ﹤0.01%
35
+10
261
$2.7K ﹤0.01%
+13
262
$2.64K ﹤0.01%
+106
263
$2.63K ﹤0.01%
167
264
$2.51K ﹤0.01%
21
265
$2.48K ﹤0.01%
231
+155
266
$2.24K ﹤0.01%
38
267
$2.17K ﹤0.01%
40
268
$2.17K ﹤0.01%
+48
269
$2.1K ﹤0.01%
+22
270
$2.04K ﹤0.01%
35
271
$1.96K ﹤0.01%
+117
272
$1.96K ﹤0.01%
+9
273
$1.94K ﹤0.01%
20
274
$1.76K ﹤0.01%
27
275
$1.73K ﹤0.01%
6
9 10
11
12 13