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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
276
$1.06K ﹤0.01%
3
-105
277
$962 ﹤0.01%
51
+1
278
$836 ﹤0.01%
56
+7
279
$768 ﹤0.01%
50
280
$730 ﹤0.01%
10
-45
281
$652 ﹤0.01%
50
282
$608 ﹤0.01%
75
+2
283
$466 ﹤0.01%
200
284
$253 ﹤0.01%
5
285
$250 ﹤0.01%
17
286
$248 ﹤0.01%
50
287
$235 ﹤0.01%
6
288
$221 ﹤0.01%
9
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$110 ﹤0.01%
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290
$106 ﹤0.01%
2
291
$12 ﹤0.01%
2
292
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293
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