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
$182M
AUM Growth
-$1.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1 +$1.26M
2 +$822K
3 +$679K
4
GILD icon
Gilead Sciences
GILD
+$602K
5
CFG icon
Citizens Financial Group
CFG
+$559K

Top Sells

1 +$1.08M
2 +$613K
3 +$368K
4
LOW icon
Lowe's Companies
LOW
+$335K
5
AMT icon
American Tower
AMT
+$301K

Sector Composition

1 Technology 32.96%
2 Financials 11.92%
3 Healthcare 10.39%
4 Communication Services 9.03%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PHM icon
176
Pultegroup
PHM
$22.6B
$26.5K 0.01%
225
-262
VWO icon
177
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$25.7K 0.01%
475
VGK icon
178
Vanguard FTSE Europe ETF
VGK
$29.9B
$25.2K 0.01%
+306
NVO
179
Novo Nordisk
NVO
$190B
$25.1K 0.01%
684
OSK icon
180
Oshkosh
OSK
$8.14B
$24.9K 0.01%
169
-47
APD icon
181
Air Products & Chemicals
APD
$62.9B
$24.7K 0.01%
85
ESLT icon
182
Elbit Systems
ESLT
$38.6B
$24.6K 0.01%
29
CHWY icon
183
Chewy
CHWY
$8.44B
$23.8K 0.01%
880
-787
PFE icon
184
Pfizer
PFE
$148B
$23.6K 0.01%
840
ETN icon
185
Eaton
ETN
$154B
$23.2K 0.01%
65
BMY icon
186
Bristol-Myers Squibb
BMY
$117B
$22.4K 0.01%
370
+85
GM icon
187
General Motors
GM
$74B
$22K 0.01%
295
RLAY icon
188
Relay Therapeutics
RLAY
$2.95B
$21.7K 0.01%
2,178
KGC icon
189
Kinross Gold
KGC
$31.3B
$21.5K 0.01%
706
HSY icon
190
Hershey
HSY
$37.4B
$20.8K 0.01%
100
KLAC icon
191
KLA
KLAC
$252B
$20.6K 0.01%
14
FDP icon
192
Fresh Del Monte Produce
FDP
$1.4B
$20.4K 0.01%
508
+4
RACE icon
193
Ferrari
RACE
$61.1B
$20.3K 0.01%
+60
ISRG icon
194
Intuitive Surgical
ISRG
$149B
$20.3K 0.01%
44
-21
AMP icon
195
Ameriprise Financial
AMP
$40.9B
$20K 0.01%
45
+10
INTC icon
196
Intel
INTC
$498B
$19.9K 0.01%
450
Q
197
Qnity Electronics Inc
Q
$29.7B
$19.7K 0.01%
171
MDLZ icon
198
Mondelez International
MDLZ
$79.6B
$19.6K 0.01%
340
NVS icon
199
Novartis
NVS
$285B
$19.6K 0.01%
128
GDX icon
200
VanEck Gold Miners ETF
GDX
$24B
$19.3K 0.01%
210