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
$321M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.45M
3
+$2.03M
4
SYK icon
Stryker
SYK
+$1.5M
5
TRIB
Trinity Biotech
TRIB
+$1.21M

Top Sells

1
+$6.38M
2
+$5.27M
3
+$5.03M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.01M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.89M

Sector Composition

1 Technology 29.07%
2 Healthcare 20.87%
3 Industrials 14.66%
4 Financials 11.94%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
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