HAIM

Hunter Associates Investment Management Portfolio holdings

AUM $748M
1-Year Est. Return 17.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$674M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$3.19M
3
+$2.6M
4
SAIA icon
Saia
SAIA
+$2.24M
5
ARLO icon
Arlo Technologies
ARLO
+$2.22M

Top Sells

1
+$7.15M
2
+$3.36M
3
+$2.34M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.76M
5
RMD icon
ResMed
RMD
+$1.58M

Sector Composition

1 Technology 25.23%
2 Healthcare 11.2%
3 Industrials 7.45%
4 Financials 7.13%
5 Consumer Staples 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$988K 0.15%
9,979
+68
127
$972K 0.14%
9,210
-50
128
$964K 0.14%
5,911
-495
129
$953K 0.14%
13,733
-133
130
$922K 0.14%
1,991
131
$910K 0.14%
11,444
+2
132
$903K 0.13%
1,772
+1
133
$900K 0.13%
4,298
+200
134
$896K 0.13%
2,441
-99
135
$894K 0.13%
2,301
+1
136
$887K 0.13%
+10,977
137
$883K 0.13%
6,845
138
$883K 0.13%
2,832
139
$872K 0.13%
9,594
-400
140
$862K 0.13%
5,905
-210
141
$862K 0.13%
2,704
142
$856K 0.13%
6,918
+150
143
$852K 0.13%
50,851
-8,989
144
$850K 0.13%
8,001
145
$842K 0.12%
7,620
-4,200
146
$830K 0.12%
415
-100
147
$830K 0.12%
6,927
-82
148
$800K 0.12%
17,236
-1,146
149
$791K 0.12%
11,205
-295
150
$779K 0.12%
1,750
+100
4 5
6
7 8