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
$407M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$814K
3 +$772K
4
ROKU icon
Roku
ROKU
+$613K
5
FNF icon
Fidelity National Financial
FNF
+$579K

Top Sells

1 +$2.52M
2 +$877K
3 +$787K
4
XOM icon
Exxon Mobil
XOM
+$751K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$527K

Sector Composition

1 Technology 26.52%
2 Healthcare 23.38%
3 Industrials 13.85%
4 Financials 7.94%
5 Consumer Staples 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,700
202
$0 ﹤0.01%
14,000
-2,000
203
$0 ﹤0.01%
18,823