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
$240M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$423K
3
+$309K
4
CYBX
CYBERONICS INC
CYBX
+$231K
5
GILD icon
Gilead Sciences
GILD
+$212K

Top Sells

1
+$1.85M
2
+$805K
3
+$320K
4
T icon
AT&T
T
+$229K
5
TJX icon
TJX Companies
TJX
+$210K

Sector Composition

1 Healthcare 22.85%
2 Technology 20.03%
3 Industrials 12.91%
4 Energy 10.1%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$735K 0.31%
+14,084
77
$732K 0.3%
9,512
78
$706K 0.29%
6,184
-235
79
$687K 0.29%
36,114
-1,806
80
$683K 0.28%
14,050
81
$676K 0.28%
12,443
82
$670K 0.28%
12,600
83
$663K 0.28%
6,974
-25
84
$653K 0.27%
23,850
-2,800
85
$621K 0.26%
18,500
86
$605K 0.25%
8,662
-634
87
$595K 0.25%
20,256
+200
88
$588K 0.24%
41,083
89
$585K 0.24%
4,300
-50
90
$551K 0.23%
6,930
91
$514K 0.21%
14,850
-800
92
$480K 0.2%
18,100
-50
93
$477K 0.2%
14,019
94
$468K 0.19%
14,030
-1,250
95
$457K 0.19%
6,300
96
$456K 0.19%
11,629
97
$431K 0.18%
12,300
98
$426K 0.18%
8,717
+5
99
$417K 0.17%
5,645
100
$415K 0.17%
13,735
+3,835
2 3
4
5 6