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
$168M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$879K
2
+$863K
3
+$719K
4
APH icon
Amphenol
APH
+$607K
5
DRI icon
Darden Restaurants
DRI
+$304K

Top Sells

1
+$861K
2
+$504K
3
+$417K
4
MRVL icon
Marvell Technology
MRVL
+$386K
5
CMG icon
Chipotle Mexican Grill
CMG
+$265K

Sector Composition

1 Technology 33.18%
2 Financials 13.23%
3 Healthcare 10.5%
4 Communication Services 9.06%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$23.8K 0.01%
200
177
$23.6K 0.01%
75
-5
178
$23.5K 0.01%
820
179
$23K 0.01%
+522
180
$22.9K 0.01%
505
181
$21.3K 0.01%
502
-174
182
$21.3K 0.01%
92
183
$20.4K 0.01%
165
+115
184
$19.7K 0.01%
269
185
$18.7K 0.01%
+200
186
$17K 0.01%
1,674
-1,015
187
$16.6K 0.01%
100
188
$16.1K 0.01%
160
189
$15.7K 0.01%
165
190
$15.2K 0.01%
50
191
$14.2K 0.01%
238
192
$14.2K 0.01%
35
193
$13.9K 0.01%
115
194
$13.8K 0.01%
145
-75
195
$13.6K 0.01%
290
196
$13.2K 0.01%
250
197
$13.2K 0.01%
285
198
$13.2K 0.01%
100
199
$12.5K 0.01%
14
200
$12.5K 0.01%
90
6 7
8
9 10