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
$674M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$3.19M
3
+$2.6M
4
SAIA icon
Saia
SAIA
+$2.24M
5
ARLO icon
Arlo Technologies
ARLO
+$2.22M

Top Sells

1
+$7.15M
2
+$3.36M
3
+$2.34M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.76M
5
RMD icon
ResMed
RMD
+$1.58M

Sector Composition

1 Technology 25.23%
2 Healthcare 11.2%
3 Industrials 7.45%
4 Financials 7.13%
5 Consumer Staples 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.46M 0.81%
30,007
-1,858
27
$5.25M 0.78%
31,066
+1,116
28
$5.16M 0.77%
18,879
+7,849
29
$4.82M 0.71%
44,691
-3,800
30
$4.73M 0.7%
84,428
-7,533
31
$4.71M 0.7%
119,322
+27,724
32
$4.53M 0.67%
11,200
-2,204
33
$4.42M 0.66%
16,838
-2,160
34
$4.41M 0.65%
12,513
-3,318
35
$4.31M 0.64%
23,221
-349
36
$4.2M 0.62%
79,693
+869
37
$4.17M 0.62%
29,859
+12,832
38
$4.1M 0.61%
70,793
+2,691
39
$4.01M 0.59%
18,386
+837
40
$3.94M 0.58%
18,010
-1,800
41
$3.83M 0.57%
13,015
-180
42
$3.76M 0.56%
14,652
+595
43
$3.7M 0.55%
10,534
44
$3.69M 0.55%
48,594
+680
45
$3.65M 0.54%
454,355
-7,025
46
$3.62M 0.54%
15,949
+995
47
$3.53M 0.52%
26,012
-324
48
$3.34M 0.5%
69,891
-33,117
49
$3.24M 0.48%
49,129
+17,884
50
$3.22M 0.48%
18,114
+975
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