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
$546M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$1.71M
3
+$1.4M
4
FOUR icon
Shift4
FOUR
+$1.23M
5
APLD icon
Applied Digital
APLD
+$940K

Top Sells

1
+$3.59M
2
+$1.02M
3
+$911K
4
VZ icon
Verizon
VZ
+$795K
5
MRK icon
Merck
MRK
+$557K

Sector Composition

1 Technology 25.69%
2 Healthcare 15.5%
3 Industrials 8.85%
4 Financials 7.23%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$854K 0.16%
5,200
-400
127
$847K 0.16%
16,138
+2,825
128
$823K 0.15%
24,250
+2,650
129
$822K 0.15%
3,337
-201
130
$807K 0.15%
13,311
-1,105
131
$797K 0.15%
9,994
132
$791K 0.14%
7,500
+1,050
133
$787K 0.14%
14,209
+2,542
134
$779K 0.14%
2,249
-46
135
$765K 0.14%
9,260
136
$765K 0.14%
11,040
+4,550
137
$753K 0.14%
17,025
-325
138
$748K 0.14%
10,700
139
$746K 0.14%
1,866
-50
140
$738K 0.14%
14,200
+1,980
141
$720K 0.13%
2,426
-1
142
$713K 0.13%
5,090
+10
143
$711K 0.13%
14,218
+18
144
$707K 0.13%
11,924
-53
145
$704K 0.13%
1,986
+147
146
$700K 0.13%
325,180
-21,299
147
$692K 0.13%
17,942
+5
148
$680K 0.12%
53,415
+23,200
149
$670K 0.12%
3,925
-45
150
$667K 0.12%
1,016
+65
4 5
6
7 8