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
$546M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$1.71M
3
+$1.4M
4
FOUR icon
Shift4
FOUR
+$1.23M
5
APLD icon
Applied Digital
APLD
+$940K

Top Sells

1
+$3.59M
2
+$1.02M
3
+$911K
4
VZ icon
Verizon
VZ
+$795K
5
MRK icon
Merck
MRK
+$557K

Sector Composition

1 Technology 25.69%
2 Healthcare 15.5%
3 Industrials 8.85%
4 Financials 7.23%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$241K 0.04%
13,711
+232
227
$241K 0.04%
1,971
-2
228
$240K 0.04%
16,708
-4
229
$236K 0.04%
1,785
-1
230
$235K 0.04%
15,800
-5,500
231
$228K 0.04%
1,163
+90
232
$220K 0.04%
+6,538
233
$218K 0.04%
+1,370
234
$217K 0.04%
+1,760
235
$217K 0.04%
+2,400
236
$216K 0.04%
14,893
+1,282
237
$214K 0.04%
10,500
-500
238
$210K 0.04%
+1,938
239
$209K 0.04%
12,000
240
$209K 0.04%
3,435
-255
241
$208K 0.04%
+2,680
242
$207K 0.04%
+2,250
243
$205K 0.04%
+4,457
244
$202K 0.04%
4,308
-3,371
245
$187K 0.03%
14,000
246
$177K 0.03%
48,870
247
$175K 0.03%
64,000
-13,200
248
$163K 0.03%
13,690
249
$113K 0.02%
10,514
-2,637
250
$45K 0.01%
10,000
7 8 9
10
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