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
201
$11.3K 0.01%
+60
202
$11.2K 0.01%
+90
203
$11.2K 0.01%
+115
204
$11.2K 0.01%
+210
205
$10.9K 0.01%
+109
206
$10.6K 0.01%
+100
207
$10.4K 0.01%
+20
208
$9.94K 0.01%
+2
209
$9.73K 0.01%
+135
210
$9.5K 0.01%
+185
211
$9.43K 0.01%
+134
212
$9.33K 0.01%
+120
213
$9.3K 0.01%
+220
214
$9.22K 0.01%
+100
215
$9.02K 0.01%
+450
216
$8.58K 0.01%
+300
217
$8.52K 0.01%
+50
218
$8.44K 0.01%
+30
219
$8.32K 0.01%
+47
220
$8.02K 0.01%
+352
221
$7.64K ﹤0.01%
+65
222
$7.31K ﹤0.01%
+80
223
$7.27K ﹤0.01%
+100
224
$6.71K ﹤0.01%
+15
225
$6.68K ﹤0.01%
+60
7 8
9
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