HAIM
Hunter Associates Investment Management Portfolio holdings
AUM
$674M
This Quarter Return
+9.41%
1 Year Return
+15.27%
3 Year Return
+56.48%
5 Year Return
+107.92%
10 Year Return
+280.73%
AUM
$360M
AUM Growth
+$360M
(+6.9%)
Cap. Flow
+$16.1M
Cap. Flow
% of AUM
4.48%
Top 10 Holdings %
Top 10 Hldgs %
37.9%
Holding
196
New
15
Increased
44
Reduced
66
Closed
8
Top Buys
| 1 |
Fidelity National Financial
FNF
|
$1.82M |
| 2 |
BEAT
BioTelemetry, Inc.
BEAT
|
$1.04M |
| 3 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$638K |
| 4 |
Merck
MRK
|
$533K |
| 5 |
PFPT
Proofpoint, Inc.
PFPT
|
$504K |
Top Sells
| 1 |
Y
Alleghany Corporation
Y
|
$1.81M |
| 2 |
Walt Disney
DIS
|
$1.33M |
| 3 |
ResMed
RMD
|
$548K |
| 4 |
Microsoft
MSFT
|
$512K |
| 5 |
NextEra Energy, Inc.
NEE
|
$435K |
Sector Composition
| 1 | Technology | 27.12% |
| 2 | Healthcare | 23.46% |
| 3 | Industrials | 14.08% |
| 4 | Consumer Staples | 7.43% |
| 5 | Financials | 7.16% |
