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
$648M
AUM Growth
-$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.63M
3
+$2.22M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.92M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.9M

Top Sells

1
+$3.93M
2
+$2.1M
3
+$1.6M
4
WSM icon
Williams-Sonoma
WSM
+$1.18M
5
STZ icon
Constellation Brands
STZ
+$1.14M

Sector Composition

1 Technology 23.86%
2 Healthcare 12.93%
3 Financials 7.77%
4 Industrials 6.97%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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