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
$240M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$423K
3
+$309K
4
CYBX
CYBERONICS INC
CYBX
+$231K
5
GILD icon
Gilead Sciences
GILD
+$212K

Top Sells

1
+$1.85M
2
+$805K
3
+$320K
4
T icon
AT&T
T
+$229K
5
TJX icon
TJX Companies
TJX
+$210K

Sector Composition

1 Healthcare 22.85%
2 Technology 20.03%
3 Industrials 12.91%
4 Energy 10.1%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.97M 1.24%
253,675
-1,850
27
$2.94M 1.22%
28,217
-349
28
$2.71M 1.13%
49,845
-650
29
$2.4M 1%
20,898
-150
30
$2.34M 0.97%
39,375
+3,880
31
$2.16M 0.9%
196,627
+38,470
32
$2.06M 0.86%
44,214
-65
33
$1.95M 0.81%
31,612
34
$1.92M 0.8%
50,450
35
$1.91M 0.79%
32,070
-150
36
$1.79M 0.75%
29,231
-100
37
$1.76M 0.73%
28,042
-2,885
38
$1.66M 0.69%
95,450
39
$1.63M 0.68%
9,587
40
$1.63M 0.68%
12,545
41
$1.58M 0.66%
25,950
42
$1.56M 0.65%
19,479
+156
43
$1.53M 0.64%
31,240
44
$1.42M 0.59%
14,759
+215
45
$1.4M 0.58%
15,300
46
$1.29M 0.54%
19,451
47
$1.19M 0.49%
12,440
48
$1.1M 0.46%
16,390
49
$1.09M 0.45%
2,325
+10
50
$1.07M 0.44%
39,793
-8,520
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