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
$311M
AUM Growth
-$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$745K
2
+$664K
3
+$447K
4
XOM icon
Exxon Mobil
XOM
+$421K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$227K

Top Sells

1
+$1.8M
2
+$1.42M
3
+$1.28M
4
AAPL icon
Apple
AAPL
+$1.16M
5
NDAQ icon
Nasdaq
NDAQ
+$811K

Sector Composition

1 Technology 32.32%
2 Healthcare 20.74%
3 Industrials 11.79%
4 Financials 10.59%
5 Consumer Staples 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.4%
7,712
+244
52
$1.24M 0.4%
13,907
+320
53
$1.22M 0.39%
12,000
+2,000
54
$1.2M 0.39%
6,500
55
$1.2M 0.39%
15,838
56
$1.19M 0.38%
8,500
-1,500
57
$1.07M 0.34%
21,017
-4,000
58
$1.01M 0.33%
81,200
59
$985K 0.32%
26,000
60
$980K 0.32%
12,000
61
$958K 0.31%
8,000
-1,500
62
$945K 0.3%
4,000
63
$914K 0.29%
3,000
64
$896K 0.29%
5,500
-1,500
65
$848K 0.27%
11,040
66
$827K 0.27%
10,000
67
$774K 0.25%
12,780
68
$770K 0.25%
9,860
+454
69
$750K 0.24%
3,000
+200
70
$745K 0.24%
+13,554
71
$738K 0.24%
8,708
72
$709K 0.23%
5,000
73
$699K 0.23%
11,750
74
$696K 0.22%
2,800
+1,800
75
$684K 0.22%
14,560
-4,160
1 2
3
4 5