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
151
$36.5K 0.02%
+144
152
$36.4K 0.02%
+400
153
$35.8K 0.02%
+387
154
$35.8K 0.02%
+744
155
$34.4K 0.02%
+260
156
$33.4K 0.02%
+394
157
$33.4K 0.02%
+535
158
$31.8K 0.02%
+335
159
$31.5K 0.02%
+368
160
$30.5K 0.02%
+25
161
$30K 0.02%
+600
162
$28.9K 0.02%
+265
163
$27.9K 0.02%
+162
164
$27.6K 0.02%
+115
165
$27.4K 0.02%
+164
166
$27.3K 0.02%
+2,517
167
$27.2K 0.02%
+478
168
$27.2K 0.02%
+455
169
$26.4K 0.02%
+2,665
170
$26.2K 0.02%
+343
171
$24.2K 0.02%
+505
172
$24K 0.02%
+1,498
173
$23.4K 0.01%
+45
174
$23.3K 0.01%
+22
175
$22.4K 0.01%
+215