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
276
$359 ﹤0.01%
+8
277
$257 ﹤0.01%
+50
278
$209 ﹤0.01%
+5
279
$189 ﹤0.01%
+6
280
$122 ﹤0.01%
+50
281
$117 ﹤0.01%
+15
282
$96 ﹤0.01%
+2
283
$58 ﹤0.01%
+3
284
$42 ﹤0.01%
+5
285
$11 ﹤0.01%
+2
286
$9 ﹤0.01%
+1
287
0