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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
1
$10.4M 5.64%
31,604
-3,515
2
$9.47M 5.12%
50,745
-4,575
3
$9.2M 4.97%
36,123
+103
4
$8.14M 4.4%
15,719
-567
5
$6.86M 3.71%
28,218
+204
6
$6.64M 3.59%
36,382
-6,591
7
$4.58M 2.48%
6,242
+266
8
$4.47M 2.42%
37,280
+1,530
9
$4.25M 2.3%
19,358
-286
10
$4.19M 2.27%
5,494
-43
11
$4M 2.16%
12,673
-951
12
$3.85M 2.08%
4,154
+10
13
$3.75M 2.03%
36,425
-974
14
$3.66M 1.98%
9,889
-186
15
$3.6M 1.95%
12,888
-1,242
16
$3.58M 1.93%
43,608
+2,278
17
$3.49M 1.89%
12,407
-1,158
18
$3.09M 1.67%
45,235
+13,672
19
$2.96M 1.6%
236,458
+195
20
$2.9M 1.57%
7,148
+137
21
$2.88M 1.55%
8,740
-641
22
$2.84M 1.54%
29,751
-264
23
$2.83M 1.53%
4,356
-1,098
24
$2.7M 1.46%
21,787
+14,361
25
$2.6M 1.4%
7,696
+1,162
1
2 3 4 5