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
$467M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.1M
3
+$3.45M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.17M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.57M

Top Sells

1
+$1.66M
2
+$748K
3
+$494K
4
AAPL icon
Apple
AAPL
+$484K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$451K

Sector Composition

1 Technology 23.45%
2 Healthcare 19.02%
3 Industrials 9.61%
4 Consumer Staples 7.32%
5 Financials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$390K 0.08%
1,008
-165
177
$390K 0.08%
10,248
-9
178
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6,900
179
$378K 0.08%
+1,161
180
$377K 0.08%
7,398
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181
$370K 0.08%
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182
$365K 0.08%
4,192
-198
183
$365K 0.08%
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184
$364K 0.08%
2,270
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185
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186
$349K 0.07%
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187
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188
$347K 0.07%
12,392
-4,992
189
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190
$344K 0.07%
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191
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+1,635
192
$340K 0.07%
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194
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-1,389
195
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3,246
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196
$302K 0.06%
27,011
197
$299K 0.06%
2,412
198
$296K 0.06%
1,572
-35
199
$295K 0.06%
+2,899
200
$294K 0.06%
1,525
-864
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