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
$168M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$969K
3
+$733K
4
AZO icon
AutoZone
AZO
+$724K
5
DRI icon
Darden Restaurants
DRI
+$320K

Top Sells

1
+$1M
2
+$554K
3
+$529K
4
MRVL icon
Marvell Technology
MRVL
+$479K
5
NVDA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.72K ﹤0.01%
21
252
$2.65K ﹤0.01%
231
253
$2.51K ﹤0.01%
60
+14
254
$2.4K ﹤0.01%
+11
255
$2.39K ﹤0.01%
117
256
$2.37K ﹤0.01%
38
257
$2.29K ﹤0.01%
27
258
$2.17K ﹤0.01%
35
259
$1.99K ﹤0.01%
9
260
$1.83K ﹤0.01%
50
261
$1.58K ﹤0.01%
29
262
$1.58K ﹤0.01%
15
+7
263
$1.52K ﹤0.01%
35
264
$1.52K ﹤0.01%
13
265
$1.36K ﹤0.01%
20
266
$1.31K ﹤0.01%
55
+1
267
$1.29K ﹤0.01%
113
268
$1.27K ﹤0.01%
61
269
$1.26K ﹤0.01%
60
270
$1.21K ﹤0.01%
35
271
$1.17K ﹤0.01%
20
272
$1.01K ﹤0.01%
21
273
$1.01K ﹤0.01%
49
+2
274
$911 ﹤0.01%
50
+1
275
$552 ﹤0.01%
50
9 10
11
12 13