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
$260M
AUM Growth
+$3.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$595K
3
+$494K
4
CYBX
CYBERONICS INC
CYBX
+$470K
5
BOOM icon
DMC Global
BOOM
+$452K

Top Sells

1
+$2.42M
2
+$2.11M
3
+$652K
4
AMGN icon
Amgen
AMGN
+$497K
5
IBM icon
IBM
IBM
+$466K

Sector Composition

1 Healthcare 20.9%
2 Technology 18.72%
3 Industrials 12.69%
4 Energy 11.29%
5 Financials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$240K 0.09%
15,000
127
$238K 0.09%
2,000
128
$237K 0.09%
5,500
129
$228K 0.09%
+5,601
130
$222K 0.09%
3,150
-150
131
$218K 0.08%
3,535
132
$215K 0.08%
+3,734
133
$209K 0.08%
+1,895
134
$207K 0.08%
+17,400
135
$206K 0.08%
+6,000
136
$201K 0.08%
+2,122
137
$186K 0.07%
15,700
+2,500
138
$175K 0.07%
2,000
139
$7K ﹤0.01%
40,000
140
– –
-32,330
141
– –
-2,000
142
– –
-30,000
143
– –
-19,816
144
– –
-11,250
145
– –
-5,890
146
– –
-24,800
147
– –
-22,735
2 3 4 5
6