HIMS
Hager Investment Management Services Portfolio holdings
AUM
$183M
1-Year Est. Return
35.33%
This Fund
S&P 500
1 Year Est. Return
+35.33%
AUM
$185M
AUM Growth
+$17.4M
(+10%)
Holding
302
Top Buys
| 1 | +$2.3M | |
| 2 | +$1.58M | |
| 3 | +$932K | |
| 4 |
Idexx Laboratories
IDXX
|
+$571K |
| 5 |
NuScale Power
SMR
|
+$518K |
Top Sells
| 1 | +$1.65M | |
| 2 | +$1.08M | |
| 3 | +$1.07M | |
| 4 |
NVIDIA
NVDA
|
+$797K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
301
Trade Desk
TTD
$13.6B
| – | – |
-65
|
|
||
302
Johnson Controls International
JCI
$81.5B
| – | – |
-35
|
|