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
$260M
AUM Growth
+$3.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$595K
3
+$494K
4
CYBX
CYBERONICS INC
CYBX
+$470K
5
BOOM icon
DMC Global
BOOM
+$452K

Top Sells

1
+$2.42M
2
+$2.11M
3
+$652K
4
AMGN icon
Amgen
AMGN
+$497K
5
IBM icon
IBM
IBM
+$466K

Sector Composition

1 Healthcare 20.9%
2 Technology 18.72%
3 Industrials 12.69%
4 Energy 11.29%
5 Financials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$770K 0.3%
38,198
+695
77
$764K 0.29%
21,100
+200
78
$760K 0.29%
15,650
79
$747K 0.29%
9,512
80
$729K 0.28%
18,318
+2,439
81
$728K 0.28%
8,599
-1,500
82
$697K 0.27%
12,862
83
$664K 0.26%
18,251
84
$656K 0.25%
6,999
-2,100
85
$644K 0.25%
8,897
+954
86
$623K 0.24%
4,150
+200
87
$623K 0.24%
6,619
-100
88
$613K 0.24%
12,600
-1,550
89
$605K 0.23%
15,298
+1,200
90
$595K 0.23%
+8,645
91
$564K 0.22%
26,650
92
$541K 0.21%
40,600
93
$535K 0.21%
61,260
+11,741
94
$525K 0.2%
6,930
95
$511K 0.2%
12,200
96
$491K 0.19%
11,629
-2,560
97
$479K 0.18%
18,150
+803
98
$437K 0.17%
5,759
-1,140
99
$434K 0.17%
8,807
100
$419K 0.16%
12,300
2 3
4
5 6