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
$233M
AUM Growth
+$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.32M
3
+$886K
4
GILD icon
Gilead Sciences
GILD
+$784K
5
DELL icon
Dell
DELL
+$772K

Top Sells

1
+$4.16M
2
+$485K
3
+$422K
4
AWK icon
American Water Works
AWK
+$411K
5
AAPL icon
Apple
AAPL
+$402K

Sector Composition

1 Healthcare 25.86%
2 Technology 20.36%
3 Industrials 13.68%
4 Energy 8.93%
5 Consumer Staples 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$429K 0.18%
15,628
+250
102
$386K 0.17%
4,690
-51
103
$367K 0.16%
12,012
-1,000
104
$366K 0.16%
14,380
+500
105
$363K 0.16%
17,450
106
$361K 0.16%
9,190
+886
107
$360K 0.15%
5,450
108
$353K 0.15%
20,450
-5,450
109
$352K 0.15%
+3,164
110
$348K 0.15%
4,305
111
$343K 0.15%
7,000
112
$338K 0.15%
15,000
113
$329K 0.14%
+6,400
114
$323K 0.14%
8,040
-2,000
115
$323K 0.14%
+15,000
116
$322K 0.14%
+6,044
117
$319K 0.14%
7,848
+1,100
118
$305K 0.13%
3,430
-106
119
$305K 0.13%
5,650
-450
120
$300K 0.13%
4,748
+1,328
121
$296K 0.13%
11,000
122
$292K 0.13%
2,319
-28
123
$288K 0.12%
4,322
+135
124
$286K 0.12%
8,800
-100
125
$284K 0.12%
2,778
-190
3 4
5
6 7