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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
201
$12.7K 0.01%
300
202
$12.5K 0.01%
90
203
$12.5K 0.01%
100
204
$12.1K 0.01%
86
205
$11.9K 0.01%
145
206
$11.4K 0.01%
498
-415
207
$11.4K 0.01%
+2,178
208
$11.4K 0.01%
+70
209
$11.3K 0.01%
100
210
$11.2K 0.01%
+149
211
$11K 0.01%
86
-29
212
$10.9K 0.01%
48
+37
213
$10.9K 0.01%
500
214
$10.8K 0.01%
110
-35
215
$10.8K 0.01%
433
-815
216
$10.7K 0.01%
116
217
$10.5K 0.01%
60
218
$10.5K 0.01%
15
219
$10.4K 0.01%
1,134
-540
220
$9.8K 0.01%
220
221
$9.75K 0.01%
120
222
$9.53K 0.01%
189
-468
223
$9.2K 0.01%
40
224
$9.11K ﹤0.01%
135
225
$8.77K ﹤0.01%
105
7 8
9
10 11