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
$270M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$11.6M
3
+$10.8M
4
AMGN icon
Amgen
AMGN
+$9.83M
5
IBM icon
IBM
IBM
+$8.97M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.79%
2 Technology 17.07%
3 Energy 12.84%
4 Industrials 11.71%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$228K 0.08%
+16,736
152
$221K 0.08%
+2,950
153
$220K 0.08%
+9,800
154
$215K 0.08%
+2,750
155
$213K 0.08%
+20
156
$211K 0.08%
+7,200
157
$208K 0.08%
+4,400
158
$205K 0.08%
+6,000
159
$203K 0.08%
+21,600
160
$202K 0.07%
+5,840
161
$201K 0.07%
+7,321
162
$189K 0.07%
+12,500
163
$141K 0.05%
+10,400
164
$130K 0.05%
+10,070
165
$101K 0.04%
+11,000
166
$96K 0.04%
+6,720
167
$56K 0.02%
+20,000
168
$19K 0.01%
+41
3 4 5 6
7