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
$433M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$867K
3
+$841K
4
MO icon
Altria Group
MO
+$707K
5
MCY icon
Mercury Insurance
MCY
+$657K

Top Sells

1
+$4.25M
2
+$3.25M
3
+$2.42M
4
OFLX icon
Omega Flex
OFLX
+$471K
5
AAPL icon
Apple
AAPL
+$279K

Sector Composition

1 Technology 25.9%
2 Healthcare 22.54%
3 Industrials 14.2%
4 Financials 9.48%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.26M 0.98%
77,859
27
$3.94M 0.91%
19,568
-243
28
$3.76M 0.87%
29,900
+3,822
29
$3.72M 0.86%
10,964
+70
30
$3.45M 0.8%
28,758
-100
31
$3.43M 0.79%
54,342
+834
32
$3.32M 0.77%
84,945
+9,100
33
$3.22M 0.74%
21,444
-75
34
$3.21M 0.74%
62,780
+13,816
35
$3.15M 0.73%
22,818
-300
36
$3.1M 0.72%
53,279
+1,415
37
$3.05M 0.71%
40,539
-1,163
38
$3.04M 0.7%
54,358
+877
39
$2.94M 0.68%
11,285
-645
40
$2.92M 0.67%
+37,534
41
$2.84M 0.66%
20,179
+35
42
$2.79M 0.64%
31,426
+1,560
43
$2.67M 0.62%
24,641
+1,190
44
$2.63M 0.61%
139,100
+2,900
45
$2.6M 0.6%
56,050
+1,350
46
$2.53M 0.58%
33,957
+42
47
$2.47M 0.57%
56,854
+527
48
$2.32M 0.54%
31,489
+2,897
49
$2.21M 0.51%
12,629
+500
50
$2.19M 0.51%
9,004
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