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
$268M
AUM Growth
-$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$596K
3
+$354K
4
DIS icon
Walt Disney
DIS
+$274K
5
V icon
Visa
V
+$239K

Top Sells

1
+$1.54M
2
+$376K
3
+$319K
4
META icon
Meta Platforms (Facebook)
META
+$271K
5
AMGN icon
Amgen
AMGN
+$248K

Sector Composition

1 Healthcare 23.17%
2 Technology 22.06%
3 Industrials 14.6%
4 Financials 8.38%
5 Consumer Staples 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$173K 0.06%
20,000
152
$149K 0.06%
27,000
153
$19K 0.01%
10,000
154
– –
-5,761
155
– –
-3,832
156
– –
-1,538
157
– –
-5,564
158
$0 ﹤0.01%
18,823
3 4 5 6
7