HAIM

Hunter Associates Investment Management Portfolio holdings

AUM $674M
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$951K
3
+$443K
4
TSN icon
Tyson Foods
TSN
+$440K
5
YUMC icon
Yum China
YUMC
+$420K

Top Sells

1
+$1.05M
2
+$881K
3
+$731K
4
TFC icon
Truist Financial
TFC
+$669K
5
WBA
Walgreens Boots Alliance
WBA
+$481K

Sector Composition

1 Technology 27.92%
2 Healthcare 24.98%
3 Industrials 13.2%
4 Consumer Staples 8.42%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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