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
$674M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$3.19M
3
+$2.6M
4
SAIA icon
Saia
SAIA
+$2.24M
5
ARLO icon
Arlo Technologies
ARLO
+$2.22M

Top Sells

1
+$7.15M
2
+$3.36M
3
+$2.34M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.76M
5
RMD icon
ResMed
RMD
+$1.58M

Sector Composition

1 Technology 25.23%
2 Healthcare 11.2%
3 Industrials 7.45%
4 Financials 7.13%
5 Consumer Staples 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.51M 0.22%
7,849
102
$1.49M 0.22%
11,253
+1,689
103
$1.45M 0.22%
28,059
-374
104
$1.42M 0.21%
24,412
-694
105
$1.4M 0.21%
14,266
-49
106
$1.36M 0.2%
47,120
+6,205
107
$1.34M 0.2%
14,997
108
$1.28M 0.19%
21,449
+2,821
109
$1.28M 0.19%
2,329
+346
110
$1.26M 0.19%
24,610
+3,351
111
$1.23M 0.18%
5,000
112
$1.2M 0.18%
33,375
+1,399
113
$1.18M 0.17%
3,830
114
$1.17M 0.17%
12,855
-745
115
$1.15M 0.17%
4,921
-34
116
$1.12M 0.17%
50,007
-8,579
117
$1.11M 0.17%
6,318
+386
118
$1.11M 0.16%
11,356
-27
119
$1.11M 0.16%
33,534
120
$1.09M 0.16%
15,497
-1,600
121
$1.04M 0.16%
10,000
122
$1.02M 0.15%
18,385
+384
123
$1M 0.15%
40,740
+4,101
124
$1M 0.15%
2,850
-190
125
$993K 0.15%
1,006
3 4
5
6 7