HIMS

Hager Investment Management Services Portfolio holdings

AUM $183M
1-Year Est. Return 35.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$949K
3
+$770K
4
GLW icon
Corning
GLW
+$695K
5
TSM icon
TSMC
TSM
+$417K

Top Sells

1
+$1.77M
2
+$1.17M
3
+$893K
4
CMG icon
Chipotle Mexican Grill
CMG
+$786K
5
AAPL icon
Apple
AAPL
+$771K

Sector Composition

1 Technology 28.99%
2 Financials 14.3%
3 Healthcare 12.86%
4 Consumer Discretionary 9.23%
5 Communication Services 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$26.3K 0.02%
+1,274
177
$25.6K 0.02%
820
178
$25.3K 0.02%
550
-50
179
$24.6K 0.02%
1,498
180
$22.6K 0.02%
162
181
$22.1K 0.02%
367
182
$22K 0.02%
2,344
+16
183
$21.7K 0.02%
200
184
$21.4K 0.02%
220
+5
185
$21.3K 0.01%
505
186
$21K 0.01%
80
187
$20.8K 0.01%
269
188
$19.5K 0.01%
+194
189
$19.2K 0.01%
175
190
$18.1K 0.01%
92
191
$17.8K 0.01%
702
+282
192
$17.4K 0.01%
35
-10
193
$17.4K 0.01%
285
194
$17.1K 0.01%
100
195
$16.9K 0.01%
35
196
$16.8K 0.01%
160
197
$16.7K 0.01%
231
+223
198
$15.5K 0.01%
290
199
$15.4K 0.01%
335
200
$15.3K 0.01%
+82
6 7
8
9 10