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
$256M
AUM Growth
+$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$629K
2
+$472K
3
+$457K
4
QCOM icon
Qualcomm
QCOM
+$382K
5
IPGP icon
IPG Photonics
IPGP
+$330K

Top Sells

1
+$765K
2
+$693K
3
+$642K
4
FAST icon
Fastenal
FAST
+$398K
5
CHK
Chesapeake Energy Corporation
CHK
+$249K

Sector Composition

1 Healthcare 19.79%
2 Technology 18.54%
3 Energy 12.83%
4 Industrials 11.57%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.66M 1.04%
30,398
-1,455
27
$2.62M 1.02%
38,355
-1,300
28
$2.39M 0.93%
27,607
-2,306
29
$2.37M 0.92%
30,931
-300
30
$2.32M 0.9%
46,398
+300
31
$2.32M 0.9%
30,990
+5,115
32
$2.19M 0.85%
20,575
-1,650
33
$2.15M 0.84%
112,977
+200
34
$2.11M 0.82%
22,735
-8,245
35
$2.07M 0.81%
21,048
-780
36
$2.05M 0.8%
105,145
37
$1.83M 0.71%
32,505
38
$1.7M 0.66%
10,537
39
$1.64M 0.64%
30,093
-440
40
$1.6M 0.62%
97,250
41
$1.57M 0.61%
22,380
-300
42
$1.51M 0.59%
18,119
+1,475
43
$1.43M 0.56%
53,670
+1,854
44
$1.37M 0.53%
32,897
-535
45
$1.33M 0.52%
11,153
46
$1.32M 0.52%
17,403
-385
47
$1.31M 0.51%
53,750
+1,000
48
$1.28M 0.5%
16,189
+4
49
$1.26M 0.49%
37,503
-417
50
$1.25M 0.49%
10,235
-250
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