HAIM

Hunter Associates Investment Management Portfolio holdings

AUM $756M
1-Year Est. Return 19.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$719M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$3.08M
3
+$2.01M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.99M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.16M

Top Sells

1
+$3.7M
2
+$2.11M
3
+$1.78M
4
APLD icon
Applied Digital
APLD
+$1.28M
5
EXPE icon
Expedia Group
EXPE
+$1.04M

Sector Composition

1 Technology 25.39%
2 Healthcare 11.09%
3 Industrials 7.44%
4 Financials 7.06%
5 Consumer Staples 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$767K 0.11%
9,594
152
$750K 0.1%
16,435
+6,435
153
$745K 0.1%
11,210
+5
154
$711K 0.1%
3,016
-175
155
$695K 0.1%
1,038
-16
156
$695K 0.1%
8,475
+200
157
$691K 0.1%
7,025
158
$689K 0.1%
7,143
+1
159
$675K 0.09%
13,472
160
$661K 0.09%
7,020
-600
161
$659K 0.09%
8,247
162
$658K 0.09%
2,149
-99
163
$654K 0.09%
40,600
164
$653K 0.09%
16,550
+250
165
$639K 0.09%
14,094
-3,142
166
$630K 0.09%
8,467
167
$623K 0.09%
7,456
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168
$622K 0.09%
2,885
169
$619K 0.09%
1,751
-205
170
$619K 0.09%
801
171
$618K 0.09%
3,200
+400
172
$617K 0.09%
2,903
173
$609K 0.08%
1,200
-550
174
$590K 0.08%
3,794
175
$575K 0.08%
3,022
5 6
7
8 9