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
$467M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.1M
3
+$3.45M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.17M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.57M

Top Sells

1
+$1.66M
2
+$748K
3
+$494K
4
AAPL icon
Apple
AAPL
+$484K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$451K

Sector Composition

1 Technology 23.45%
2 Healthcare 19.02%
3 Industrials 9.61%
4 Consumer Staples 7.32%
5 Financials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$664K 0.14%
8,273
-225
127
$661K 0.14%
5,796
+3,137
128
$640K 0.14%
+42,843
129
$632K 0.14%
9,650
+800
130
$623K 0.13%
9,660
131
$614K 0.13%
25,925
-14,435
132
$606K 0.13%
8,001
133
$593K 0.13%
17,350
-4,350
134
$578K 0.12%
10,900
135
$578K 0.12%
+3,676
136
$575K 0.12%
+4,829
137
$573K 0.12%
17,927
+5
138
$572K 0.12%
6,473
+732
139
$571K 0.12%
1,930
+4
140
$556K 0.12%
8,100
-100
141
$552K 0.12%
5,320
-520
142
$549K 0.12%
2,400
+1
143
$541K 0.12%
4,046
-75
144
$522K 0.11%
8,296
-107
145
$514K 0.11%
+15,050
146
$509K 0.11%
+1,863
147
$506K 0.11%
8,779
+3,978
148
$501K 0.11%
+8,260
149
$496K 0.11%
9,960
-2,300
150
$494K 0.11%
2,030
4 5
6
7 8