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
$546M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$1.71M
3
+$1.4M
4
FOUR icon
Shift4
FOUR
+$1.23M
5
APLD icon
Applied Digital
APLD
+$940K

Top Sells

1
+$3.59M
2
+$1.02M
3
+$911K
4
VZ icon
Verizon
VZ
+$795K
5
MRK icon
Merck
MRK
+$557K

Sector Composition

1 Technology 25.69%
2 Healthcare 15.5%
3 Industrials 8.85%
4 Financials 7.23%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.77M 0.32%
4,027
+61
77
$1.68M 0.31%
10,266
-175
78
$1.68M 0.31%
30,395
-2,297
79
$1.66M 0.3%
45,387
-686
80
$1.65M 0.3%
11,891
+2,041
81
$1.62M 0.3%
10,333
-9
82
$1.61M 0.3%
25,070
-95
83
$1.6M 0.29%
15,924
+558
84
$1.58M 0.29%
4,432
+51
85
$1.58M 0.29%
9,604
-160
86
$1.57M 0.29%
9,749
+152
87
$1.57M 0.29%
90,239
+13,694
88
$1.55M 0.28%
12,290
+4,094
89
$1.55M 0.28%
229,736
+139,605
90
$1.54M 0.28%
23,848
+4,608
91
$1.53M 0.28%
587
+17
92
$1.5M 0.28%
9,901
+630
93
$1.49M 0.27%
18,425
94
$1.48M 0.27%
5,118
+796
95
$1.43M 0.26%
5,109
-70
96
$1.38M 0.25%
6,822
+92
97
$1.37M 0.25%
39,614
-2,150
98
$1.36M 0.25%
16,786
-423
99
$1.32M 0.24%
6,314
+200
100
$1.31M 0.24%
10,290
+721
2 3
4
5 6