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
$311M
AUM Growth
-$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1 +$720K
2 +$610K
3 +$419K
4
XOM icon
Exxon Mobil
XOM
+$396K
5
CVS icon
CVS Health
CVS
+$210K

Top Sells

1 +$1.76M
2 +$1.38M
3 +$1.28M
4
AAPL icon
Apple
AAPL
+$1.12M
5
NDAQ icon
Nasdaq
NDAQ
+$811K

Sector Composition

1 Technology 32.32%
2 Healthcare 20.74%
3 Industrials 11.79%
4 Financials 10.59%
5 Consumer Staples 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-112,000
152
$0 ﹤0.01%
18,823