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
$260M
AUM Growth
+$3.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$595K
3
+$494K
4
CYBX
CYBERONICS INC
CYBX
+$470K
5
BOOM icon
DMC Global
BOOM
+$452K

Top Sells

1
+$2.42M
2
+$2.11M
3
+$652K
4
AMGN icon
Amgen
AMGN
+$497K
5
IBM icon
IBM
IBM
+$466K

Sector Composition

1 Healthcare 20.9%
2 Technology 18.72%
3 Industrials 12.69%
4 Energy 11.29%
5 Financials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$409K 0.16%
6,100
-600
102
$397K 0.15%
6,453
-160
103
$396K 0.15%
14,019
+96
104
$396K 0.15%
7,725
105
$366K 0.14%
5,260
-800
106
$365K 0.14%
3,918
107
$360K 0.14%
4,800
108
$356K 0.14%
3,950
-850
109
$333K 0.13%
1,900
-375
110
$331K 0.13%
2,768
-750
111
$326K 0.13%
11,000
112
$325K 0.13%
18,150
113
$324K 0.12%
4,940
114
$312K 0.12%
3,000
115
$305K 0.12%
4,881
-45
116
$304K 0.12%
11,440
-800
117
$303K 0.12%
33,750
+10,100
118
$278K 0.11%
7,000
119
$269K 0.1%
5,307
120
$269K 0.1%
2,663
-125
121
$257K 0.1%
3,336
-402
122
$247K 0.1%
13,644
123
$246K 0.09%
6,575
-1,820
124
$242K 0.09%
3,000
125
$241K 0.09%
7,321
2 3 4
5
6