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
$512M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$3.4M
3
+$3.19M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$3.16M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.7M

Top Sells

1
+$2.9M
2
+$1.01M
3
+$727K
4
CVS icon
CVS Health
CVS
+$683K
5
AAPL icon
Apple
AAPL
+$543K

Sector Composition

1 Technology 24.92%
2 Healthcare 16.76%
3 Industrials 9.56%
4 Consumer Staples 6.89%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-4,457
252
– –
-5,753
253
– –
-10,000
254
– –
-9,960
255
– –
-13,000
256
$0 ﹤0.01%
18,823
257
– –
-41,300
7 8 9 10
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