HIMS

Hager Investment Management Services Portfolio holdings

AUM $183M
1-Year Est. Return 35.34%
This Quarter Est. Return
1 Year Est. Return
+35.34%
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
+$992K
2
+$969K
3
+$733K
4
AZO icon
AutoZone
AZO
+$724K
5
DRI icon
Darden Restaurants
DRI
+$320K

Top Sells

1
+$1M
2
+$554K
3
+$529K
4
MRVL icon
Marvell Technology
MRVL
+$479K
5
NVDA icon
NVIDIA
NVDA
+$305K

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
201
$12.3K 0.01%
125
-165
202
$11.8K 0.01%
77
203
$11.5K 0.01%
100
204
$11.5K 0.01%
15
205
$11.1K 0.01%
475
-90
206
$11K 0.01%
500
207
$11K 0.01%
145
-20
208
$10.9K 0.01%
86
209
$10.6K 0.01%
105
-70
210
$10.6K 0.01%
550
211
$10.4K 0.01%
43
+23
212
$10.4K 0.01%
100
213
$10.3K 0.01%
210
214
$10.1K 0.01%
450
215
$9.63K 0.01%
120
216
$9.36K 0.01%
116
217
$9.33K 0.01%
300
218
$9.05K 0.01%
220
219
$8.8K 0.01%
135
220
$8.73K 0.01%
60
221
$8.64K 0.01%
60
222
$8.22K ﹤0.01%
40
223
$7.13K ﹤0.01%
32
224
$6.88K ﹤0.01%
50
225
$6.87K ﹤0.01%
100
7 8
9
10 11