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
176
$22.1K 0.01%
+175
177
$21.5K 0.01%
+425
178
$21.2K 0.01%
+92
179
$20.9K 0.01%
+80
180
$20.3K 0.01%
+160
181
$20.3K 0.01%
+269
182
$19.8K 0.01%
+367
183
$19.8K 0.01%
+2,328
184
$18.6K 0.01%
+35
185
$17.1K 0.01%
+51
186
$16.9K 0.01%
+100
187
$16.6K 0.01%
+725
188
$16.5K 0.01%
+71
189
$16.1K 0.01%
+285
190
$15.6K 0.01%
+200
191
$15.6K 0.01%
+290
192
$15.4K 0.01%
+67
193
$14.5K 0.01%
+165
194
$13K 0.01%
+53
195
$12.8K 0.01%
+550
196
$12.6K 0.01%
+335
197
$12.6K 0.01%
+60
198
$11.5K 0.01%
+116
199
$11.5K 0.01%
+238
200
$11.4K 0.01%
+420