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
$233M
AUM Growth
+$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.32M
3
+$886K
4
GILD icon
Gilead Sciences
GILD
+$784K
5
DELL icon
Dell
DELL
+$772K

Top Sells

1
+$4.16M
2
+$485K
3
+$422K
4
AWK icon
American Water Works
AWK
+$411K
5
AAPL icon
Apple
AAPL
+$402K

Sector Composition

1 Healthcare 25.86%
2 Technology 20.36%
3 Industrials 13.68%
4 Energy 8.93%
5 Consumer Staples 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-4,173
152
– –
-3,550
153
– –
-9,453
154
– –
-153,048
155
– –
-11,528
3 4 5 6
7