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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
126
$80.7K 0.04%
1,000
127
$80.4K 0.04%
285
-206
128
$80.3K 0.04%
572
129
$79.8K 0.04%
164
130
$73.6K 0.04%
550
-300
131
$69K 0.04%
235
132
$68.4K 0.04%
278
-62
133
$66.3K 0.04%
99
134
$66.1K 0.04%
570
135
$64.6K 0.03%
153
-7
136
$61.3K 0.03%
2,169
+1,176
137
$55.5K 0.03%
420
138
$54.9K 0.03%
364
+109
139
$54.2K 0.03%
1,233
+256
140
$52.6K 0.03%
265
141
$50.8K 0.03%
67
-2
142
$49.9K 0.03%
590
143
$49.3K 0.03%
164
144
$48.7K 0.03%
965
-380
145
$47.7K 0.03%
640
-113
146
$43.3K 0.02%
790
+20
147
$41.5K 0.02%
2,160
148
$41.4K 0.02%
171
149
$40K 0.02%
258
-7
150
$38.9K 0.02%
186
4 5
6
7 8