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
51
$1.23M 0.48%
16,300
52
$1.21M 0.47%
26,950
+2,700
53
$1.19M 0.46%
23,251
-1,266
54
$1.18M 0.46%
36,127
-513
55
$1.11M 0.43%
57,550
-1,000
56
$1.1M 0.43%
10,844
-95
57
$1.09M 0.42%
8,000
58
$1M 0.39%
34,500
-700
59
$1M 0.39%
12,440
60
$999K 0.39%
17,290
-135
61
$968K 0.38%
19,424
-214
62
$937K 0.37%
11,523
63
$903K 0.35%
13,842
+1,742
64
$891K 0.35%
12,212
-912
65
$873K 0.34%
22,480
-450
66
$863K 0.34%
9,099
-100
67
$850K 0.33%
49,519
+14,667
68
$846K 0.33%
33,750
+1,500
69
$822K 0.32%
27,300
70
$767K 0.3%
11,828
71
$755K 0.29%
19,501
-1,200
72
$741K 0.29%
20,900
+2,250
73
$740K 0.29%
1,770
+1,130
74
$739K 0.29%
8,638
75
$738K 0.29%
7,420
1 2
3
4 5