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
$233M
AUM Growth
+$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$1.4M
3
+$764K
4
DELL icon
Dell
DELL
+$762K
5
HAIN icon
Hain Celestial
HAIN
+$719K

Top Sells

1
+$4.16M
2
+$490K
3
+$429K
4
AFL icon
Aflac
AFL
+$417K
5
AWK icon
American Water Works
AWK
+$393K

Sector Composition

1 Healthcare 25.86%
2 Technology 20.36%
3 Industrials 13.68%
4 Energy 8.93%
5 Consumer Staples 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$641K 0.28%
4,440
-288
77
$632K 0.27%
15,851
+1,800
78
$624K 0.27%
10,660
+700
79
$606K 0.26%
8,844
+705
80
$590K 0.25%
9,711
-201
81
$559K 0.24%
8,033
82
$541K 0.23%
15,870
83
$535K 0.23%
8,469
+5
84
$532K 0.23%
14,800
-11,600
85
$530K 0.23%
14,469
+289
86
$528K 0.23%
22,915
-4,500
87
$527K 0.23%
7,470
-656
88
$525K 0.23%
6,200
89
$505K 0.22%
41,083
90
$505K 0.22%
13,636
-38
91
$504K 0.22%
12,300
92
$500K 0.21%
14,111
-225
93
$491K 0.21%
7,695
94
$481K 0.21%
54,893
+5,100
95
$473K 0.2%
5,417
96
$465K 0.2%
10,984
97
$464K 0.2%
6,378
-103
98
$458K 0.2%
6,165
+695
99
$454K 0.2%
21,830
-250
100
$450K 0.19%
+6,025
2 3
4
5 6