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
176
$482K 0.09%
1,009
177
$473K 0.09%
2,524
178
$472K 0.09%
4,362
-115
179
$472K 0.09%
9,550
-5,500
180
$467K 0.09%
5,539
-408
181
$461K 0.08%
4,725
182
$460K 0.08%
2,188
-99
183
$455K 0.08%
10,433
-43
184
$448K 0.08%
1,941
+35
185
$442K 0.08%
3,818
-1,169
186
$438K 0.08%
3,175
187
$435K 0.08%
7,790
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188
$409K 0.07%
+11,840
189
$409K 0.07%
10,807
-21,004
190
$399K 0.07%
8,250
191
$397K 0.07%
6,900
192
$376K 0.07%
2,533
193
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2,512
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194
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3,733
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195
$360K 0.07%
3,200
196
$358K 0.07%
15,725
197
$356K 0.07%
591
-50
198
$350K 0.06%
3,235
199
$348K 0.06%
3,705
-1,288
200
$346K 0.06%
1,625
-450
6 7
8
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