HAIM

Hunter Associates Investment Management Portfolio holdings

AUM $674M
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$595M
AUM Growth
+$295K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.99M
3
+$2.53M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.44M
5
FOUR icon
Shift4
FOUR
+$1.59M

Top Sells

1
+$4.62M
2
+$2.16M
3
+$2.15M
4
LLY icon
Eli Lilly
LLY
+$1.02M
5
KVUE icon
Kenvue
KVUE
+$1.01M

Sector Composition

1 Technology 25.01%
2 Healthcare 14.33%
3 Industrials 8.77%
4 Financials 7.4%
5 Consumer Staples 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.37M 0.23%
91,200
+5,000
102
$1.35M 0.23%
21,353
-1,456
103
$1.33M 0.22%
19,755
-4,097
104
$1.33M 0.22%
9,419
+4
105
$1.32M 0.22%
32,305
+1,655
106
$1.3M 0.22%
24,028
+1,375
107
$1.27M 0.21%
10,320
+610
108
$1.25M 0.21%
9,327
+380
109
$1.25M 0.21%
7,841
-1,984
110
$1.24M 0.21%
17,217
-100
111
$1.24M 0.21%
4,805
+231
112
$1.22M 0.2%
17,725
-500
113
$1.21M 0.2%
14,854
-4,292
114
$1.17M 0.2%
13,169
+3,828
115
$1.16M 0.2%
5,443
-197
116
$1.16M 0.2%
737
+455
117
$1.14M 0.19%
15,596
+151
118
$1.14M 0.19%
+51,091
119
$1.12M 0.19%
39,295
-319
120
$1.08M 0.18%
2,143
+50
121
$1.07M 0.18%
14,413
+1,057
122
$1.07M 0.18%
10,000
123
$998K 0.17%
14,106
+202
124
$997K 0.17%
3,810
125
$981K 0.16%
6,963
-100
3 4
5
6 7