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
$433M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$867K
3
+$841K
4
MO icon
Altria Group
MO
+$707K
5
MCY icon
Mercury Insurance
MCY
+$657K

Top Sells

1
+$4.25M
2
+$3.25M
3
+$2.42M
4
OFLX icon
Omega Flex
OFLX
+$471K
5
AAPL icon
Apple
AAPL
+$279K

Sector Composition

1 Technology 25.9%
2 Healthcare 22.54%
3 Industrials 14.2%
4 Financials 9.48%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$496K 0.11%
9,700
-200
127
$486K 0.11%
3,439
-125
128
$479K 0.11%
6,307
-953
129
$478K 0.11%
5,208
-353
130
$477K 0.11%
3,365
+1,265
131
$468K 0.11%
8,653
+134
132
$461K 0.11%
1,309
+200
133
$460K 0.11%
1,245
+235
134
$452K 0.1%
8,050
135
$450K 0.1%
2,030
136
$441K 0.1%
1,904
137
$440K 0.1%
35,156
+41
138
$440K 0.1%
1,685
+490
139
$437K 0.1%
9,642
140
$433K 0.1%
18,700
+6,600
141
$411K 0.1%
7,768
142
$407K 0.09%
10,999
+3,800
143
$397K 0.09%
1,370
-55
144
$397K 0.09%
21,369
145
$394K 0.09%
5,505
-2,303
146
$391K 0.09%
33,300
-11,800
147
$384K 0.09%
4,974
148
$372K 0.09%
1,971
149
$371K 0.09%
2,800
+400
150
$357K 0.08%
1,748
+143
4 5
6
7 8