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
$674M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$3.19M
3
+$2.6M
4
SAIA icon
Saia
SAIA
+$2.24M
5
ARLO icon
Arlo Technologies
ARLO
+$2.22M

Top Sells

1
+$7.15M
2
+$3.36M
3
+$2.34M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.76M
5
RMD icon
ResMed
RMD
+$1.58M

Sector Composition

1 Technology 25.23%
2 Healthcare 11.2%
3 Industrials 7.45%
4 Financials 7.13%
5 Consumer Staples 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$776K 0.12%
19,100
152
$767K 0.11%
7,673
+4,410
153
$757K 0.11%
1,956
+389
154
$754K 0.11%
9,944
-2,296
155
$753K 0.11%
1,425
+53
156
$738K 0.11%
3,191
-50
157
$729K 0.11%
12,500
+3,800
158
$689K 0.1%
7,493
-3,540
159
$683K 0.1%
6,790
-270
160
$672K 0.1%
8,467
161
$668K 0.1%
7,025
+2,300
162
$660K 0.1%
13,472
-146,290
163
$656K 0.1%
7,142
+2
164
$655K 0.1%
8,247
-445
165
$655K 0.1%
1,054
166
$626K 0.09%
8,275
167
$618K 0.09%
+2,903
168
$603K 0.09%
16,300
169
$592K 0.09%
40,600
170
$590K 0.09%
2,885
171
$587K 0.09%
801
172
$577K 0.09%
3,794
-1,222
173
$568K 0.08%
3,425
-1,338
174
$565K 0.08%
2,248
175
$552K 0.08%
11,050
5 6
7
8 9