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
$238M
AUM Growth
+$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$378K
3
+$367K
4
NEOS
Neos Therapeutics, Inc
NEOS
+$360K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$303K

Top Sells

1
+$1.49M
2
+$1.03M
3
+$503K
4
IBM icon
IBM
IBM
+$448K
5
FISV
Fiserv Inc
FISV
+$422K

Sector Composition

1 Healthcare 24.26%
2 Technology 21.27%
3 Industrials 14.77%
4 Consumer Staples 9.04%
5 Energy 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$205K 0.09%
1,250
-250
152
$201K 0.08%
+2,453
153
$14K 0.01%
+10,000
154
– –
-3,300
155
– –
-20,000
156
– –
-14,000
3 4 5 6
7