HAIM

Hunter Associates Investment Management Portfolio holdings

AUM $756M
1-Year Est. Return 19.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$719M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$3.08M
3
+$2.01M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.99M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.16M

Top Sells

1
+$3.7M
2
+$2.11M
3
+$1.78M
4
APLD icon
Applied Digital
APLD
+$1.28M
5
EXPE icon
Expedia Group
EXPE
+$1.04M

Sector Composition

1 Technology 25.39%
2 Healthcare 11.09%
3 Industrials 7.44%
4 Financials 7.06%
5 Consumer Staples 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.57M 0.22%
6,481
+163
102
$1.57M 0.22%
14,125
103
$1.51M 0.21%
25,187
+3,738
104
$1.48M 0.21%
28,861
+4,251
105
$1.46M 0.2%
2,311
-18
106
$1.39M 0.19%
12,730
-125
107
$1.36M 0.19%
11,677
+424
108
$1.33M 0.19%
24,417
+5
109
$1.33M 0.18%
3,830
110
$1.33M 0.18%
14,997
111
$1.29M 0.18%
33,534
112
$1.23M 0.17%
20,549
-699
113
$1.21M 0.17%
24,079
-3,980
114
$1.21M 0.17%
40,596
-144
115
$1.2M 0.17%
18,187
-894
116
$1.17M 0.16%
11,352
-4
117
$1.15M 0.16%
20,722
-1,201
118
$1.15M 0.16%
5,000
119
$1.14M 0.16%
5,825
-86
120
$1.14M 0.16%
11,378
+3,705
121
$1.13M 0.16%
17,853
-532
122
$1.1M 0.15%
2,301
123
$1.09M 0.15%
32,495
-880
124
$1.08M 0.15%
5,446
+225
125
$1.08M 0.15%
2,850
3 4
5
6 7