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
$674M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$3.19M
3
+$2.6M
4
SAIA icon
Saia
SAIA
+$2.24M
5
ARLO icon
Arlo Technologies
ARLO
+$2.22M

Top Sells

1
+$7.15M
2
+$3.36M
3
+$2.34M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.76M
5
RMD icon
ResMed
RMD
+$1.58M

Sector Composition

1 Technology 25.23%
2 Healthcare 11.2%
3 Industrials 7.45%
4 Financials 7.13%
5 Consumer Staples 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$277K 0.04%
+1,224
227
$248K 0.04%
3,944
+220
228
$246K 0.04%
1,600
229
$244K 0.04%
8,053
-29
230
$243K 0.04%
2,365
+1
231
$238K 0.04%
432
-8
232
$237K 0.04%
63,700
233
$233K 0.03%
3,163
234
$231K 0.03%
+8,730
235
$231K 0.03%
+1,875
236
$229K 0.03%
787
237
$226K 0.03%
2,565
238
$224K 0.03%
+394
239
$219K 0.03%
+6,000
240
$209K 0.03%
3,695
+7
241
$209K 0.03%
6,753
-1,000
242
$207K 0.03%
1,047
-172
243
$203K 0.03%
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244
$203K 0.03%
+1,123
245
$202K 0.03%
+2,291
246
$201K 0.03%
2,000
247
$197K 0.03%
14,155
+1,247
248
$165K 0.02%
11,600
249
$117K 0.02%
13,260
250
$74K 0.01%
25,000
7 8 9
10
11