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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
101
$154K 0.08%
270
102
$150K 0.08%
4,925
103
$149K 0.08%
4,457
+942
104
$149K 0.08%
490
+1
105
$142K 0.08%
757
+44
106
$140K 0.08%
500
107
$133K 0.07%
167
-2
108
$121K 0.07%
1,828
+3
109
$116K 0.06%
700
-20
110
$115K 0.06%
332
111
$110K 0.06%
241
-95
112
$109K 0.06%
+201
113
$108K 0.06%
760
-210
114
$107K 0.06%
671
+10
115
$104K 0.06%
711
116
$103K 0.06%
467
-18
117
$95.3K 0.05%
701
-48
118
$93.7K 0.05%
1,123
119
$92.4K 0.05%
807
+110
120
$92K 0.05%
7,202
+802
121
$87.9K 0.05%
1,546
122
$86.8K 0.05%
2,215
-1,562
123
$84.6K 0.05%
309
-23
124
$82.5K 0.04%
592
-40
125
$80.9K 0.04%
998
-24
3 4
5
6 7