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
$256M
AUM Growth
+$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$629K
2
+$472K
3
+$457K
4
QCOM icon
Qualcomm
QCOM
+$382K
5
IPGP icon
IPG Photonics
IPGP
+$330K

Top Sells

1
+$765K
2
+$693K
3
+$642K
4
FAST icon
Fastenal
FAST
+$398K
5
CHK
Chesapeake Energy Corporation
CHK
+$249K

Sector Composition

1 Healthcare 19.79%
2 Technology 18.54%
3 Energy 12.83%
4 Industrials 11.57%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$736K 0.29%
15,250
-250
77
$728K 0.28%
12,862
78
$727K 0.28%
7,048
-260
79
$719K 0.28%
15,650
-300
80
$713K 0.28%
10,099
81
$700K 0.27%
9,512
82
$652K 0.25%
19,816
+13,895
83
$637K 0.25%
10,750
84
$635K 0.25%
26,650
+1,500
85
$629K 0.25%
+12,300
86
$621K 0.24%
14,150
-450
87
$619K 0.24%
15,879
+1,473
88
$605K 0.24%
14,189
89
$598K 0.23%
6,719
90
$576K 0.22%
14,098
91
$572K 0.22%
18,251
-3,650
92
$546K 0.21%
3,950
93
$528K 0.21%
7,943
+635
94
$507K 0.2%
6,930
95
$505K 0.2%
17,347
+2,506
96
$487K 0.19%
40,600
97
$485K 0.19%
6,899
-171
98
$464K 0.18%
12,200
-150
99
$438K 0.17%
2,275
+125
100
$424K 0.17%
6,060
-300
2 3
4
5 6