HAIM
Hunter Associates Investment Management Portfolio holdings
AUM
$674M
1-Year Return
15.27%
This Quarter Return
+7.74%
1 Year Return
+15.27%
3 Year Return
+56.48%
5 Year Return
+107.92%
10 Year Return
+280.73%
AUM
$674M
AUM Growth
+$26.2M
(+4%)
Cap. Flow
-$2.12M
Cap. Flow
% of AUM
-0.32%
Top 10 Holdings %
Top 10 Hldgs %
35.16%
Holding
261
New
14
Increased
82
Reduced
100
Closed
10
Top Buys
| 1 |
Capital Group Municipal Income ETF
CGMU
|
$8.46M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$3.44M |
| 3 |
Arlo Technologies
ARLO
|
$2.93M |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
$2.87M |
| 5 |
Saia
SAIA
|
$2.15M |
Top Sells
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$7.17M |
| 2 |
Apple
AAPL
|
$3.41M |
| 3 |
Microsoft
MSFT
|
$2.68M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$1.76M |
| 5 |
ResMed
RMD
|
$1.71M |
Sector Composition
| 1 | Technology | 25.23% |
| 2 | Healthcare | 11.2% |
| 3 | Industrials | 7.45% |
| 4 | Financials | 7.13% |
| 5 | Consumer Staples | 5.83% |
