HAIM

Hunter Associates Investment Management Portfolio holdings

AUM $719M
1-Year Est. Return 15.91%
This Quarter Est. Return
1 Year Est. Return
+15.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$467M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.1M
3
+$3.45M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.17M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.57M

Top Sells

1
+$1.66M
2
+$748K
3
+$494K
4
AAPL icon
Apple
AAPL
+$484K
5
BRK.B icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$225K 0.05%
+2,727
227
$224K 0.05%
15,000
228
$220K 0.05%
23,300
+1,000
229
$218K 0.05%
3,500
-3,600
230
$214K 0.05%
+5,147
231
$213K 0.05%
+4,457
232
$208K 0.04%
2,250
233
$207K 0.04%
50,570
+12,000
234
$205K 0.04%
7,223
-150
235
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+1,760
236
$204K 0.04%
+3,096
237
$202K 0.04%
5,753
+5
238
$202K 0.04%
3,785
-415
239
$196K 0.04%
80,000
240
$182K 0.04%
+14,389
241
$177K 0.04%
31,071
-6,469
242
$160K 0.03%
12,000
243
$154K 0.03%
13,690
244
$130K 0.03%
13,508
-357
245
$121K 0.03%
20,841
246
$43K 0.01%
15,900
-3,200
247
$35K 0.01%
10,000
248
$30K 0.01%
10,000
249
$28K 0.01%
25,500
-1,500
250
$14K ﹤0.01%
19,000
7 8 9
10
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