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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
176
$24.4K 0.01%
505
177
$24.4K 0.01%
79
+4
178
$24.4K 0.01%
390
-10
179
$23.8K 0.01%
680
-890
180
$21.4K 0.01%
92
181
$19.8K 0.01%
269
182
$18.7K 0.01%
100
183
$18K 0.01%
295
+85
184
$17.8K 0.01%
124
-76
185
$17.4K 0.01%
+500
186
$17.2K 0.01%
165
187
$17.2K 0.01%
35
-40
188
$17K 0.01%
35
189
$16.2K 0.01%
108
-45
190
$16K 0.01%
+210
191
$15.3K 0.01%
160
192
$15.2K 0.01%
+199
193
$15.1K 0.01%
450
194
$14.9K 0.01%
100
195
$14.8K 0.01%
238
196
$13.5K 0.01%
47
+4
197
$13.5K 0.01%
290
198
$13.4K 0.01%
475
199
$12.9K 0.01%
285
200
$12.7K 0.01%
+130