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
$277M
AUM Growth
+$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$656K
3
+$640K
4
TKR icon
Timken Company
TKR
+$495K
5
KSU
Kansas City Southern
KSU
+$402K

Top Sells

1
+$1.6M
2
+$1.02M
3
+$475K
4
XOM icon
Exxon Mobil
XOM
+$388K
5
AAPL icon
Apple
AAPL
+$314K

Sector Composition

1 Healthcare 22.85%
2 Technology 21.57%
3 Industrials 16.63%
4 Financials 8.03%
5 Consumer Staples 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$132K 0.05%
25,000
-2,000
152
$20K 0.01%
10,000
153
– –
-240,500
154
$0 ﹤0.01%
18,823
155
– –
-11,652
156
– –
-2,800
157
– –
-7,821
158
– –
-23,400
159
– –
-5,133
160
– –
-1,542
161
– –
-2,536
3 4 5 6
7