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HIMS

Hager Investment Management Services Portfolio holdings

AUM $182M
1-Year Est. Return 45.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.58M
3
+$932K
4
IDXX icon
Idexx Laboratories
IDXX
+$571K
5
SMR icon
NuScale Power
SMR
+$518K

Top Sells

1
+$1.65M
2
+$1.08M
3
+$1.07M
4
NVDA icon
NVIDIA
NVDA
+$797K
5
EME icon
Emcor
EME
+$666K

Sector Composition

1 Technology 35.41%
2 Financials 12.66%
3 Healthcare 9.57%
4 Communication Services 9.27%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.51K ﹤0.01%
231
252
$4.36K ﹤0.01%
58
253
$3.53K ﹤0.01%
44
254
$3.34K ﹤0.01%
64
+4
255
$3.15K ﹤0.01%
27
256
$3.08K ﹤0.01%
13
257
$2.97K ﹤0.01%
50
258
$2.89K ﹤0.01%
40
259
$2.83K ﹤0.01%
100
260
$2.77K ﹤0.01%
38
261
$2.47K ﹤0.01%
117
262
$2.42K ﹤0.01%
27
263
$2.28K ﹤0.01%
35
264
$2.21K ﹤0.01%
15
-6
265
$2.09K ﹤0.01%
61
266
$1.99K ﹤0.01%
58
-25
267
$1.79K ﹤0.01%
20
-105
268
$1.79K ﹤0.01%
113
269
$1.78K ﹤0.01%
+94
270
$1.72K ﹤0.01%
29
271
$1.72K ﹤0.01%
15
272
$1.67K ﹤0.01%
35
273
$1.58K ﹤0.01%
13
274
$1.51K ﹤0.01%
60
275
$1.28K ﹤0.01%
56
+1
9 10
11
12 13