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
$674M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$3.19M
3
+$2.6M
4
SAIA icon
Saia
SAIA
+$2.24M
5
ARLO icon
Arlo Technologies
ARLO
+$2.22M

Top Sells

1
+$7.15M
2
+$3.36M
3
+$2.34M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.76M
5
RMD icon
ResMed
RMD
+$1.58M

Sector Composition

1 Technology 25.23%
2 Healthcare 11.2%
3 Industrials 7.45%
4 Financials 7.13%
5 Consumer Staples 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$551K 0.08%
1,665
-15
177
$543K 0.08%
3,022
178
$543K 0.08%
18,812
179
$538K 0.08%
70,898
+21,498
180
$534K 0.08%
1,496
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181
$532K 0.08%
5,000
182
$519K 0.08%
2,102
183
$515K 0.08%
6,475
+4
184
$480K 0.07%
1,600
185
$479K 0.07%
5,501
186
$474K 0.07%
6,889
-444
187
$467K 0.07%
10,839
-19
188
$466K 0.07%
10,768
+2,000
189
$466K 0.07%
2,800
190
$450K 0.07%
18,813
-1,243
191
$422K 0.06%
9,753
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192
$411K 0.06%
13,979
193
$402K 0.06%
20,500
194
$375K 0.06%
6,700
195
$370K 0.05%
2,936
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196
$370K 0.05%
3,011
+1
197
$361K 0.05%
+9,225
198
$360K 0.05%
2,701
-1,100
199
$360K 0.05%
4,321
200
$359K 0.05%
1,276
-20
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8
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