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
$546M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$1.71M
3
+$1.4M
4
FOUR icon
Shift4
FOUR
+$1.23M
5
APLD icon
Applied Digital
APLD
+$940K

Top Sells

1
+$3.59M
2
+$1.02M
3
+$911K
4
VZ icon
Verizon
VZ
+$795K
5
MRK icon
Merck
MRK
+$557K

Sector Composition

1 Technology 25.69%
2 Healthcare 15.5%
3 Industrials 8.85%
4 Financials 7.23%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$665K 0.12%
5,505
152
$652K 0.12%
18,822
-977
153
$649K 0.12%
+9,473
154
$648K 0.12%
8,310
-46,054
155
$646K 0.12%
7,814
+191
156
$620K 0.11%
12,040
-3,330
157
$620K 0.11%
8,001
158
$610K 0.11%
14,551
+5,695
159
$607K 0.11%
5,160
-220
160
$606K 0.11%
8,275
+125
161
$598K 0.11%
26,600
-5,000
162
$593K 0.11%
6,493
-1,597
163
$588K 0.11%
7,900
+400
164
$584K 0.11%
6,475
-8
165
$559K 0.1%
40,600
166
$554K 0.1%
4,117
+8
167
$553K 0.1%
10,533
+600
168
$541K 0.1%
2,065
+35
169
$526K 0.1%
1,695
170
$510K 0.09%
17,100
171
$510K 0.09%
6,699
-1,243
172
$508K 0.09%
17,925
173
$498K 0.09%
13,650
-1,000
174
$497K 0.09%
17,600
175
$491K 0.09%
2,639
5 6
7
8 9