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
$546M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$1.71M
3
+$1.4M
4
FOUR icon
Shift4
FOUR
+$1.23M
5
APLD icon
Applied Digital
APLD
+$940K

Top Sells

1
+$3.59M
2
+$1.02M
3
+$911K
4
VZ icon
Verizon
VZ
+$795K
5
MRK icon
Merck
MRK
+$557K

Sector Composition

1 Technology 25.69%
2 Healthcare 15.5%
3 Industrials 8.85%
4 Financials 7.23%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.08M 0.93%
50,903
+394
27
$4.64M 0.85%
90,843
+16,783
28
$4.61M 0.84%
20,098
+274
29
$4.58M 0.84%
98,533
-19,582
30
$4.58M 0.84%
20,145
31
$4.43M 0.81%
80,603
+9,109
32
$4.03M 0.74%
140,001
-2,063
33
$3.94M 0.72%
77,198
+255
34
$3.84M 0.7%
88,056
+8,329
35
$3.82M 0.7%
7,284
-435
36
$3.79M 0.69%
10,459
-25
37
$3.78M 0.69%
25,290
-600
38
$3.67M 0.67%
59,100
-4,450
39
$3.67M 0.67%
23,726
-445
40
$3.58M 0.66%
71,179
-600
41
$3.35M 0.61%
65,361
-868
42
$3.27M 0.6%
11,968
-325
43
$3.04M 0.56%
27,607
-22
44
$2.9M 0.53%
56,511
-4,800
45
$2.9M 0.53%
19,402
+4,661
46
$2.88M 0.53%
6,725
-168
47
$2.84M 0.52%
9,574
-43
48
$2.78M 0.51%
31,005
+1,827
49
$2.66M 0.49%
25,736
50
$2.53M 0.46%
16,673
+3,178
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