HAIM

Hunter Associates Investment Management Portfolio holdings

AUM $674M
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$595M
AUM Growth
+$295K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.99M
3
+$2.53M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.44M
5
FOUR icon
Shift4
FOUR
+$1.59M

Top Sells

1
+$4.62M
2
+$2.16M
3
+$2.15M
4
LLY icon
Eli Lilly
LLY
+$1.02M
5
KVUE icon
Kenvue
KVUE
+$1.01M

Sector Composition

1 Technology 25.01%
2 Healthcare 14.33%
3 Industrials 8.77%
4 Financials 7.4%
5 Consumer Staples 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$29K ﹤0.01%
38,000
-26,000
252
$22K ﹤0.01%
23,000
253
– –
-3,554
254
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-4,457
255
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-31,184
256
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-890
257
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-2,361
258
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-3,435
259
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-1,760
260
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-2,322
261
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-10,700
262
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-98,533
263
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-1,370
264
– –
-47,186
265
– –
-2,411
7 8 9 10
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