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
$433M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$850K
3
+$808K
4
BRO icon
Brown & Brown
BRO
+$633K
5
MO icon
Altria Group
MO
+$619K

Top Sells

1
+$4.25M
2
+$2.68M
3
+$2.42M
4
OFLX icon
Omega Flex
OFLX
+$469K
5
AAPL icon
Apple
AAPL
+$293K

Sector Composition

1 Technology 25.9%
2 Healthcare 22.54%
3 Industrials 14.2%
4 Financials 9.48%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-4,074
202
– –
-100,000
203
– –
-62,600
204
– –
-29,807
205
– –
-14,000
206
$0 ﹤0.01%
18,823
207
– –
-33,585
5 6 7 8
9