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
$255M
AUM Growth
+$1.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$652K
3
+$651K
4
GMCR
KEURIG GREEN MTN INC
GMCR
+$395K
5
DINO icon
HF Sinclair
DINO
+$349K

Top Sells

1
+$2.23M
2
+$1.82M
3
+$1.27M
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$1.22M
5
WY icon
Weyerhaeuser
WY
+$1.19M

Sector Composition

1 Healthcare 19.22%
2 Technology 17.49%
3 Energy 13.91%
4 Industrials 11.99%
5 Financials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,895
152
– –
-12,000
153
– –
-28,958
154
– –
-55,500
155
– –
-25,000
156
– –
-11,000
3 4 5 6
7