HAIM

Hunter Associates Investment Management Portfolio holdings

AUM $748M
1-Year Est. Return 17.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$674M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$3.19M
3
+$2.6M
4
SAIA icon
Saia
SAIA
+$2.24M
5
ARLO icon
Arlo Technologies
ARLO
+$2.22M

Top Sells

1
+$7.15M
2
+$3.36M
3
+$2.34M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.76M
5
RMD icon
ResMed
RMD
+$1.58M

Sector Composition

1 Technology 25.23%
2 Healthcare 11.2%
3 Industrials 7.45%
4 Financials 7.13%
5 Consumer Staples 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.21M 0.33%
595
+7
77
$2.21M 0.33%
11,836
78
$2.18M 0.32%
14,044
-1,413
79
$2.16M 0.32%
9,869
+304
80
$2.15M 0.32%
4,007
-3,049
81
$2.15M 0.32%
40,674
-5,783
82
$2.12M 0.31%
8,242
+538
83
$2.11M 0.31%
4,344
84
$2.02M 0.3%
4,590
-1,650
85
$2.02M 0.3%
12,782
+495
86
$2.01M 0.3%
12,423
+1,249
87
$1.97M 0.29%
19,941
+643
88
$1.93M 0.29%
19,085
-13,343
89
$1.91M 0.28%
6,152
+96
90
$1.91M 0.28%
23,769
-1,004
91
$1.89M 0.28%
9,093
+123
92
$1.84M 0.27%
7,797
+224
93
$1.84M 0.27%
2,492
+145
94
$1.81M 0.27%
18,411
+400
95
$1.74M 0.26%
36,787
+2,046
96
$1.57M 0.23%
24,145
-3,460
97
$1.56M 0.23%
14,125
-2,200
98
$1.56M 0.23%
21,248
-800
99
$1.55M 0.23%
19,081
-50
100
$1.52M 0.22%
21,923
2 3
4
5 6