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
$271M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.11M
3
+$358K
4
DLR icon
Digital Realty Trust
DLR
+$354K
5
WRK
WestRock Company
WRK
+$345K

Top Sells

1
+$1.99M
2
+$1.64M
3
+$489K
4
NEOS
Neos Therapeutics, Inc
NEOS
+$457K
5
SYNA icon
Synaptics
SYNA
+$428K

Sector Composition

1 Healthcare 23.01%
2 Technology 21.3%
3 Industrials 15.13%
4 Consumer Staples 9.12%
5 Financials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.48%
8,790
+90
52
$1.3M 0.48%
8,980
53
$1.27M 0.47%
43,386
-319
54
$1.25M 0.46%
238,500
+500
55
$1.23M 0.45%
53,987
-958
56
$1.17M 0.43%
9,958
-4,177
57
$1.13M 0.42%
18,488
+780
58
$1.09M 0.4%
9,550
+3,110
59
$1.01M 0.37%
8,347
+400
60
$994K 0.37%
13,175
61
$965K 0.36%
7,770
+550
62
$930K 0.34%
6,170
63
$923K 0.34%
11,435
+361
64
$921K 0.34%
10,903
65
$909K 0.33%
4,587
66
$899K 0.33%
7,673
-200
67
$874K 0.32%
10,891
+240
68
$873K 0.32%
13,090
-420
69
$843K 0.31%
8,333
70
$792K 0.29%
14,701
71
$784K 0.29%
8,033
72
$750K 0.28%
77,620
+917
73
$725K 0.27%
6,780
+1,979
74
$721K 0.27%
22,615
75
$719K 0.26%
9,900
1 2
3
4 5