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
$546M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$1.71M
3
+$1.4M
4
FOUR icon
Shift4
FOUR
+$1.23M
5
APLD icon
Applied Digital
APLD
+$940K

Top Sells

1
+$3.59M
2
+$1.02M
3
+$911K
4
VZ icon
Verizon
VZ
+$795K
5
MRK icon
Merck
MRK
+$557K

Sector Composition

1 Technology 25.69%
2 Healthcare 15.5%
3 Industrials 8.85%
4 Financials 7.23%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.46M 0.45%
8,200
-855
52
$2.4M 0.44%
25,684
-336
53
$2.37M 0.43%
25,235
-1,377
54
$2.24M 0.41%
198,800
-2,860
55
$2.23M 0.41%
31,264
56
$2.19M 0.4%
40,988
+13,899
57
$2.17M 0.4%
29,043
+16,496
58
$2.08M 0.38%
14,116
+22
59
$2.03M 0.37%
26,292
-121
60
$2.02M 0.37%
27,917
+1,208
61
$1.99M 0.36%
49,475
+1,367
62
$1.95M 0.36%
29,807
-468
63
$1.92M 0.35%
8,225
-11
64
$1.9M 0.35%
9,230
-450
65
$1.89M 0.35%
14,077
-75
66
$1.89M 0.35%
13,394
+2,630
67
$1.88M 0.34%
10,501
+201
68
$1.87M 0.34%
7,360
+273
69
$1.86M 0.34%
13,816
+4,009
70
$1.86M 0.34%
14,212
-19
71
$1.84M 0.34%
11,889
+86
72
$1.83M 0.33%
60,286
+2,606
73
$1.81M 0.33%
22,746
-360
74
$1.79M 0.33%
10,531
+835
75
$1.77M 0.32%
3,372
+100
1 2
3
4 5