HAIM

Hunter Associates Investment Management Portfolio holdings

AUM $748M
1-Year Est. Return 17.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$94.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1 +$8.85M
2 +$8.61M
3 +$5.86M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.32M
5
JNJ icon
Johnson & Johnson
JNJ
+$5M

Top Sells

1 +$6M
2 +$3.47M
3 +$3.28M
4
LLY icon
Eli Lilly
LLY
+$2.74M
5
ELMD icon
Electromed
ELMD
+$1.25M

Sector Composition

1 Technology 24.5%
2 Healthcare 23.1%
3 Industrials 8.97%
4 Consumer Staples 8.34%
5 Financials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$0 ﹤0.01%
18,823