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
$240M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$423K
3
+$309K
4
CYBX
CYBERONICS INC
CYBX
+$231K
5
GILD icon
Gilead Sciences
GILD
+$212K

Top Sells

1
+$1.85M
2
+$805K
3
+$320K
4
T icon
AT&T
T
+$229K
5
TJX icon
TJX Companies
TJX
+$210K

Sector Composition

1 Healthcare 22.85%
2 Technology 20.03%
3 Industrials 12.91%
4 Energy 10.1%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$412K 0.17%
3,870
-30
102
$409K 0.17%
4,800
103
$407K 0.17%
27,300
104
$406K 0.17%
10,582
-48,278
105
$400K 0.17%
6,800
106
$380K 0.16%
6,462
+4
107
$358K 0.15%
7,725
108
$355K 0.15%
17,450
-700
109
$329K 0.14%
13,440
110
$328K 0.14%
11,000
111
$327K 0.14%
4,831
-50
112
$323K 0.13%
7,091
+2,306
113
$309K 0.13%
+1,545
114
$305K 0.13%
3,918
115
$295K 0.12%
2,768
116
$291K 0.12%
4,340
117
$281K 0.12%
1,900
118
$281K 0.12%
13,644
119
$272K 0.11%
2,513
120
$266K 0.11%
3,000
121
$257K 0.11%
3,836
122
$253K 0.11%
7,000
123
$251K 0.1%
3,000
124
$245K 0.1%
7,321
125
$244K 0.1%
15,000
2 3 4
5
6