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
$433M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$867K
3
+$841K
4
MO icon
Altria Group
MO
+$707K
5
MCY icon
Mercury Insurance
MCY
+$657K

Top Sells

1
+$4.25M
2
+$3.25M
3
+$2.42M
4
OFLX icon
Omega Flex
OFLX
+$471K
5
AAPL icon
Apple
AAPL
+$279K

Sector Composition

1 Technology 25.9%
2 Healthcare 22.54%
3 Industrials 14.2%
4 Financials 9.48%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.26%
5,163
+775
77
$1.09M 0.25%
16,724
+100
78
$1.02M 0.24%
6,620
-340
79
$991K 0.23%
11,700
80
$969K 0.22%
21,200
+13,800
81
$954K 0.22%
18,090
+3,500
82
$939K 0.22%
4,250
-250
83
$928K 0.21%
11,773
84
$899K 0.21%
31,165
-1,700
85
$860K 0.2%
4,244
+21
86
$857K 0.2%
25,426
+800
87
$855K 0.2%
10,369
+590
88
$852K 0.2%
51,200
89
$803K 0.19%
10,203
90
$798K 0.18%
21,675
+800
91
$763K 0.18%
5,490
92
$737K 0.17%
15,000
93
$732K 0.17%
7,370
+4,350
94
$710K 0.16%
1,899
95
$701K 0.16%
9,271
+1,727
96
$690K 0.16%
4,692
97
$686K 0.16%
2,823
-300
98
$683K 0.16%
22,400
-225
99
$680K 0.16%
5,960
100
$679K 0.16%
3,945
2 3
4
5 6