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
$467M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.1M
3
+$3.45M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.17M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.57M

Top Sells

1
+$1.66M
2
+$748K
3
+$494K
4
AAPL icon
Apple
AAPL
+$484K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$451K

Sector Composition

1 Technology 23.45%
2 Healthcare 19.02%
3 Industrials 9.61%
4 Consumer Staples 7.32%
5 Financials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$792K 0.17%
10,301
-2,894
102
$788K 0.17%
13,750
-1,217
103
$785K 0.17%
7,994
+386
104
$774K 0.17%
8,323
-96
105
$764K 0.16%
73,500
+3,300
106
$762K 0.16%
44,440
+26,410
107
$756K 0.16%
4,512
+3,121
108
$751K 0.16%
16,080
-2,450
109
$740K 0.16%
1,790
+87
110
$740K 0.16%
+2,884
111
$738K 0.16%
5,494
-72
112
$736K 0.16%
7,267
113
$728K 0.16%
+13,854
114
$727K 0.16%
41,300
-9,500
115
$723K 0.15%
9,594
116
$715K 0.15%
71,500
117
$712K 0.15%
9,252
+1
118
$711K 0.15%
+4,162
119
$707K 0.15%
+3,085
120
$705K 0.15%
5,990
-100
121
$703K 0.15%
36,900
+250
122
$687K 0.15%
7,770
-3,768
123
$677K 0.14%
+40,480
124
$674K 0.14%
2,649
-200
125
$674K 0.14%
3,629
+1,770
3 4
5
6 7