HAIM
Hunter Associates Investment Management Portfolio holdings
AUM
$674M
1-Year Return
15.27%
This Quarter Return
+7.05%
1 Year Return
+15.27%
3 Year Return
+56.48%
5 Year Return
+107.92%
10 Year Return
+280.73%
AUM
$467M
AUM Growth
+$52M
(+13%)
Cap. Flow
+$31.7M
Cap. Flow
% of AUM
6.78%
Top 10 Holdings %
Top 10 Hldgs %
30.15%
Holding
272
New
36
Increased
65
Reduced
111
Closed
11
Top Buys
Top Sells
| 1 |
JPMorgan Inflation Managed Bond ETF
JCPI
|
$1.66M |
| 2 |
ResMed
RMD
|
$748K |
| 3 |
Alico
ALCO
|
$494K |
| 4 |
Apple
AAPL
|
$484K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$451K |
Sector Composition
| 1 | Technology | 23.45% |
| 2 | Healthcare | 19.02% |
| 3 | Industrials | 9.61% |
| 4 | Consumer Staples | 7.32% |
| 5 | Financials | 6.71% |
