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
$546M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$1.71M
3
+$1.4M
4
FOUR icon
Shift4
FOUR
+$1.23M
5
APLD icon
Applied Digital
APLD
+$940K

Top Sells

1
+$3.59M
2
+$1.02M
3
+$911K
4
VZ icon
Verizon
VZ
+$795K
5
MRK icon
Merck
MRK
+$557K

Sector Composition

1 Technology 25.69%
2 Healthcare 15.5%
3 Industrials 8.85%
4 Financials 7.23%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.25M 0.23%
11,398
-5,085
102
$1.23M 0.23%
21,458
-1,000
103
$1.21M 0.22%
18,317
-1,500
104
$1.2M 0.22%
19,983
105
$1.19M 0.22%
23,174
-294
106
$1.08M 0.2%
10,000
-1,200
107
$1.07M 0.2%
15,055
-315
108
$1.06M 0.19%
6,213
+483
109
$1.05M 0.19%
21,222
+248
110
$1.03M 0.19%
47,904
111
$1.01M 0.19%
6,854
+1,090
112
$991K 0.18%
9,411
+719
113
$990K 0.18%
9,694
-302
114
$973K 0.18%
7,313
+1
115
$966K 0.18%
16,365
116
$952K 0.17%
4,503
+1,272
117
$949K 0.17%
3,921
+753
118
$944K 0.17%
11,384
+80
119
$920K 0.17%
8,317
-1,150
120
$916K 0.17%
3,810
121
$912K 0.17%
2,011
+25
122
$880K 0.16%
9,106
+862
123
$880K 0.16%
13,825
+2,553
124
$879K 0.16%
80,500
125
$872K 0.16%
14,997
3 4
5
6 7