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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
151
$38.3K 0.02%
147
152
$37.9K 0.02%
310
153
$37.5K 0.02%
260
154
$35.6K 0.02%
95
-20
155
$34.5K 0.02%
1,998
+500
156
$33.7K 0.02%
200
157
$33.3K 0.02%
257
-78
158
$33.3K 0.02%
195
+33
159
$32.7K 0.02%
120
160
$32.7K 0.02%
732
+230
161
$32.3K 0.02%
478
162
$32.2K 0.02%
322
163
$32K 0.02%
25
164
$32K 0.02%
400
165
$31.9K 0.02%
534
+284
166
$31.6K 0.02%
550
167
$30.1K 0.02%
1,181
-304
168
$29.5K 0.02%
655
-15
169
$29.4K 0.02%
530
170
$29.1K 0.02%
65
-235
171
$28.4K 0.02%
115
172
$27.2K 0.01%
2,344
173
$26.7K 0.01%
2,235
174
$26.7K 0.01%
820
175
$25.3K 0.01%
142
+65
5 6
7
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