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
$240M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$423K
3
+$309K
4
CYBX
CYBERONICS INC
CYBX
+$231K
5
GILD icon
Gilead Sciences
GILD
+$212K

Top Sells

1
+$1.85M
2
+$805K
3
+$320K
4
T icon
AT&T
T
+$229K
5
TJX icon
TJX Companies
TJX
+$210K

Sector Composition

1 Healthcare 22.85%
2 Technology 20.03%
3 Industrials 12.91%
4 Energy 10.1%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$235K 0.1%
2,600
127
$234K 0.1%
1,990
128
$229K 0.1%
4,670
-400
129
$207K 0.09%
+3,600
130
$203K 0.08%
+3,758
131
$201K 0.08%
1,895
132
$195K 0.08%
11,432
133
$177K 0.07%
16,475
-1,300
134
$1K ﹤0.01%
20,000
-20,000
135
– –
-3,535
136
– –
-2,122
137
– –
-6,000
138
– –
-35,190
2 3 4 5
6