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
126
$72.4K 0.05%
+635
127
$68.8K 0.04%
+235
128
$67.5K 0.04%
+1,000
129
$67.3K 0.04%
+620
130
$66.1K 0.04%
+1,621
131
$58.5K 0.04%
+138
132
$56.5K 0.04%
+250
133
$55.9K 0.03%
+570
134
$55.7K 0.03%
+610
135
$51.6K 0.03%
+250
136
$50.1K 0.03%
+655
137
$45.6K 0.03%
+530
138
$43.9K 0.03%
+340
139
$43.9K 0.03%
+69
140
$43.9K 0.03%
+1,093
141
$43K 0.03%
+1,620
142
$42.5K 0.03%
+382
143
$40.9K 0.03%
+2,765
144
$40.3K 0.03%
+277
145
$39.2K 0.02%
+290
146
$39.2K 0.02%
+135
147
$38.2K 0.02%
+956
148
$38.2K 0.02%
+115
149
$37.9K 0.02%
+989
150
$37.8K 0.02%
+171
4 5
6
7 8