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
$467M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.1M
3
+$3.45M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.17M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.57M

Top Sells

1
+$1.66M
2
+$748K
3
+$494K
4
AAPL icon
Apple
AAPL
+$484K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$451K

Sector Composition

1 Technology 23.45%
2 Healthcare 19.02%
3 Industrials 9.61%
4 Consumer Staples 7.32%
5 Financials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.45M 0.53%
55,062
-9,717
52
$2.41M 0.52%
14,775
-520
53
$2.34M 0.5%
67,233
+1,058
54
$2.34M 0.5%
26,578
-4,093
55
$2.3M 0.49%
42,256
+23,321
56
$2.25M 0.48%
68,769
-1,340
57
$2.18M 0.47%
11,232
-1,100
58
$2.03M 0.43%
13,900
-950
59
$2.03M 0.43%
25,474
60
$1.95M 0.42%
25,523
+1,203
61
$1.87M 0.4%
195,900
+3,500
62
$1.79M 0.38%
45,898
-2,565
63
$1.74M 0.37%
20,925
-1,850
64
$1.74M 0.37%
34,256
+28,696
65
$1.7M 0.36%
10,386
-229
66
$1.68M 0.36%
355,020
-9,707
67
$1.61M 0.35%
7,241
+78
68
$1.61M 0.34%
11,048
-2,700
69
$1.58M 0.34%
44,786
+3,844
70
$1.56M 0.33%
3,296
-310
71
$1.56M 0.33%
10,118
-285
72
$1.5M 0.32%
19,449
-1,003
73
$1.46M 0.31%
14,812
-1,038
74
$1.45M 0.31%
20,742
+4,275
75
$1.43M 0.31%
10,168
-60
1 2
3
4 5