HIMS

Hager Investment Management Services Portfolio holdings

AUM $183M
1-Year Est. Return 35.34%
This Quarter Est. Return
1 Year Est. Return
+35.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$969K
3
+$733K
4
AZO icon
AutoZone
AZO
+$724K
5
DRI icon
Darden Restaurants
DRI
+$320K

Top Sells

1
+$1M
2
+$554K
3
+$529K
4
MRVL icon
Marvell Technology
MRVL
+$479K
5
NVDA icon
NVIDIA
NVDA
+$305K

Sector Composition

1 Technology 33.18%
2 Financials 13.23%
3 Healthcare 10.5%
4 Communication Services 9.06%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$848K 0.51%
6,549
+505
52
$733K 0.44%
+7,426
53
$691K 0.41%
1,306
+364
54
$678K 0.4%
852
-121
55
$653K 0.39%
2,148
-85
56
$644K 0.38%
1,940
-43
57
$630K 0.38%
4,399
+1,150
58
$626K 0.37%
13,980
+3,660
59
$603K 0.36%
11,750
+2,475
60
$572K 0.34%
2,892
-1,211
61
$541K 0.32%
3,051
-55
62
$521K 0.31%
10,453
63
$469K 0.28%
2,514
-2
64
$436K 0.26%
4,044
+13
65
$404K 0.24%
832
+61
66
$390K 0.23%
1,704
+39
67
$389K 0.23%
917
-210
68
$377K 0.23%
2,774
-156
69
$345K 0.21%
1,498
-55
70
$333K 0.2%
1,852
-45
71
$326K 0.19%
528
-24
72
$324K 0.19%
2,514
-60
73
$323K 0.19%
1,480
+1,467
74
$316K 0.19%
556
75
$313K 0.19%
2,051
1 2
3
4 5