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
$260M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$948K
2
+$442K
3
+$369K
4
HOLX icon
Hologic
HOLX
+$350K
5
MDR
McDermott International
MDR
+$276K

Top Sells

1
+$266K
2
+$247K
3
+$225K
4
EEQ
Enbridge Energy Management Llc
EEQ
+$206K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$204K

Sector Composition

1 Healthcare 20.1%
2 Technology 18.01%
3 Energy 12.57%
4 Industrials 11.87%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$116K 0.04%
10,070
152
$82K 0.03%
12,463
+500
153
$82K 0.03%
11,000
154
$46K 0.02%
12,000
155
$13K 0.01%
41
156
– –
-10,479
157
– –
-2,500
158
– –
-5,073
159
– –
-11,291
3 4 5 6
7