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
$646M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.95M
3
+$1.53M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.42M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.27M

Top Sells

1
+$2.57M
2
+$1.38M
3
+$1.14M
4
DG icon
Dollar General
DG
+$637K
5
AAPL icon
Apple
AAPL
+$413K

Sector Composition

1 Technology 24.84%
2 Healthcare 14.3%
3 Industrials 8.32%
4 Financials 7.5%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$494K 0.08%
5,737
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177
$494K 0.08%
3,175
178
$491K 0.08%
3,005
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179
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180
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182
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183
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184
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185
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186
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187
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188
$423K 0.07%
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189
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193
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194
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195
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61,700
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196
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198
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1,233
199
$365K 0.06%
1,863
200
$364K 0.06%
3,063
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