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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
51
$882K 0.48%
3,126
-1,938
52
$876K 0.47%
6,471
-78
53
$831K 0.45%
21,197
-363
54
$812K 0.44%
1,627
-250
55
$793K 0.43%
13,532
+1,782
56
$773K 0.42%
4,980
+581
57
$731K 0.4%
3,001
-50
58
$705K 0.38%
2,148
59
$670K 0.36%
1,918
-22
60
$661K 0.36%
7,841
+4,485
61
$638K 0.35%
2,873
-19
62
$601K 0.32%
16,689
+12,990
63
$558K 0.3%
5,379
-2,538
64
$523K 0.28%
10,453
65
$493K 0.27%
2,453
-61
66
$473K 0.26%
+1,121
67
$463K 0.25%
4,106
+62
68
$426K 0.23%
3,636
-32
69
$422K 0.23%
840
+8
70
$386K 0.21%
2,009
+2,000
71
$380K 0.21%
2,051
72
$378K 0.2%
1,713
+9
73
$353K 0.19%
1,851
-1
74
$352K 0.19%
528
75
$349K 0.19%
1,478
-20
1 2
3
4 5