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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
76
$340K 0.18%
556
77
$339K 0.18%
3,021
+1,057
78
$318K 0.17%
2,555
+41
79
$310K 0.17%
5,194
-7,982
80
$310K 0.17%
1,627
+147
81
$285K 0.15%
2,131
-643
82
$274K 0.15%
3,742
-65
83
$270K 0.15%
6,687
-230
84
$261K 0.14%
333
-519
85
$257K 0.14%
5,897
-6
86
$252K 0.14%
3,310
-10
87
$249K 0.13%
2,170
88
$242K 0.13%
403
89
$240K 0.13%
7,648
-705
90
$235K 0.13%
2,857
91
$205K 0.11%
1,415
+1,250
92
$203K 0.11%
2,691
93
$198K 0.11%
2,089
94
$198K 0.11%
1,286
+60
95
$197K 0.11%
578
-91
96
$191K 0.1%
3,365
+30
97
$183K 0.1%
1,480
-170
98
$182K 0.1%
923
99
$177K 0.1%
1,596
-14
100
$164K 0.09%
1,613
+672
2 3
4
5 6