HAIM

Hunter Associates Investment Management Portfolio holdings

AUM $748M
1-Year Est. Return 17.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$674M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$3.19M
3
+$2.6M
4
SAIA icon
Saia
SAIA
+$2.24M
5
ARLO icon
Arlo Technologies
ARLO
+$2.22M

Top Sells

1
+$7.15M
2
+$3.36M
3
+$2.34M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.76M
5
RMD icon
ResMed
RMD
+$1.58M

Sector Composition

1 Technology 25.23%
2 Healthcare 11.2%
3 Industrials 7.45%
4 Financials 7.13%
5 Consumer Staples 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.15M 0.47%
7,971
-25
52
$3.14M 0.47%
21,912
+375
53
$3.03M 0.45%
12,472
-3
54
$2.94M 0.44%
121,147
-337
55
$2.93M 0.43%
+173,630
56
$2.87M 0.43%
9,809
+1
57
$2.84M 0.42%
9,804
-670
58
$2.67M 0.4%
18,971
-6,504
59
$2.66M 0.39%
45,267
-859
60
$2.63M 0.39%
42,791
+1,992
61
$2.61M 0.39%
223,490
+1,600
62
$2.41M 0.36%
74,482
-3,900
63
$2.38M 0.35%
10,856
-438
64
$2.38M 0.35%
13,702
65
$2.35M 0.35%
106,950
+4,500
66
$2.35M 0.35%
104,318
+11,438
67
$2.34M 0.35%
19,336
+186
68
$2.34M 0.35%
10,214
-320
69
$2.33M 0.35%
7,433
+319
70
$2.31M 0.34%
16,458
+701
71
$2.28M 0.34%
22,629
-17,472
72
$2.25M 0.33%
7,309
-200
73
$2.25M 0.33%
134,343
+15,425
74
$2.25M 0.33%
33,412
-32
75
$2.22M 0.33%
19,487
-136
1 2
3
4 5