HIMS

Hager Investment Management Services Portfolio holdings

AUM $168M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1 +$10M
2 +$9.87M
3 +$8.63M
4
MSFT icon
Microsoft
MSFT
+$7.74M
5
MRVL icon
Marvell Technology
MRVL
+$6.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.22%
2 Financials 13.19%
3 Healthcare 10.68%
4 Consumer Discretionary 9.33%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$148K 0.09%
+2,790
102
$145K 0.09%
+1,575
103
$145K 0.09%
+499
104
$142K 0.09%
+270
105
$126K 0.08%
+3,855
106
$121K 0.08%
+741
107
$121K 0.08%
+685
108
$120K 0.08%
+500
109
$120K 0.07%
+1,660
110
$113K 0.07%
+1,822
111
$112K 0.07%
+970
112
$103K 0.06%
+2,043
113
$102K 0.06%
+2,925
114
$98.9K 0.06%
+2,330
115
$94.9K 0.06%
+1,123
116
$91K 0.06%
+159
117
$87.1K 0.05%
+1,203
118
$85.7K 0.05%
+172
119
$84.8K 0.05%
+362
120
$84.2K 0.05%
+670
121
$81.9K 0.05%
+437
122
$76.5K 0.05%
+430
123
$75.9K 0.05%
+1,377
124
$74K 0.05%
+630
125
$72.5K 0.05%
+330