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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
26
$2.46M 1.33%
5,164
-444
27
$2.42M 1.31%
169,531
+5,389
28
$2.37M 1.28%
14,660
+14,272
29
$2.3M 1.24%
27,438
-3,190
30
$2.19M 1.19%
5,293
-1,093
31
$2.19M 1.19%
511
+41
32
$2.09M 1.13%
15,131
+3,775
33
$2.09M 1.13%
24,860
-22,485
34
$2.08M 1.13%
49,369
-1,838
35
$2.06M 1.12%
5,272
-73
36
$2.05M 1.11%
6,008
+549
37
$1.72M 0.93%
7,329
+5
38
$1.58M 0.85%
6,809
+1,771
39
$1.51M 0.82%
6,022
-72
40
$1.37M 0.74%
4,121
-21
41
$1.3M 0.7%
2,916
-13
42
$1.23M 0.66%
14,640
43
$1.21M 0.66%
7,246
-859
44
$1.19M 0.65%
1,941
+635
45
$1.13M 0.61%
21,324
+7,344
46
$1.11M 0.6%
18,328
+1,572
47
$1.03M 0.56%
1,332
+34
48
$965K 0.52%
14,309
+1,700
49
$908K 0.49%
17,594
-670
50
$882K 0.48%
1,381
+940
1
2
3 4 5