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
$286M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$973K
2
+$685K
3
+$324K
4
PFPT
Proofpoint, Inc.
PFPT
+$304K
5
TRIB
Trinity Biotech
TRIB
+$299K

Top Sells

1
+$1.01M
2
+$437K
3
+$299K
4
ET icon
Energy Transfer Partners
ET
+$207K
5
LUMN icon
Lumen
LUMN
+$206K

Sector Composition

1 Technology 24.35%
2 Healthcare 22.55%
3 Industrials 16.72%
4 Consumer Staples 8.21%
5 Financials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$309K 0.11%
1,250
127
$291K 0.1%
2,030
128
$289K 0.1%
2,643
129
$286K 0.1%
+16,000
130
$272K 0.1%
1,625
131
$267K 0.09%
5,057
132
$263K 0.09%
6,025
-850
133
$263K 0.09%
+2,300
134
$259K 0.09%
2,090
135
$258K 0.09%
2,480
136
$255K 0.09%
5,674
-831
137
$253K 0.09%
13,690
138
$248K 0.09%
8,000
139
$245K 0.09%
+4,489
140
$243K 0.09%
1,265
141
$241K 0.08%
+4,100
142
$239K 0.08%
1,850
143
$236K 0.08%
+975
144
$233K 0.08%
8,443
145
$225K 0.08%
+1,280
146
$220K 0.08%
2,500
147
$215K 0.08%
+7,321
148
$203K 0.07%
+2,700
149
$200K 0.07%
+9,648
150
$200K 0.07%
3,452
3 4 5
6
7