HAIM
Hunter Associates Investment Management Portfolio holdings
AUM
$674M
1-Year Return
15.27%
This Quarter Return
+9.86%
1 Year Return
+15.27%
3 Year Return
+56.48%
5 Year Return
+107.92%
10 Year Return
+280.73%
AUM
$546M
AUM Growth
+$54.2M
(+11%)
Cap. Flow
+$11.7M
Cap. Flow
% of AUM
2.14%
Top 10 Holdings %
Top 10 Hldgs %
31.49%
Holding
268
New
14
Increased
88
Reduced
101
Closed
5
Top Buys
| 1 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$5.87M |
| 2 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
$1.71M |
| 3 |
Fidelity Total Bond ETF
FBND
|
$1.4M |
| 4 |
Shift4
FOUR
|
$1.23M |
| 5 |
Applied Digital
APLD
|
$940K |
Top Sells
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
$3.59M |
| 2 |
Accenture
ACN
|
$1.02M |
| 3 |
JPMorgan Inflation Managed Bond ETF
JCPI
|
$911K |
| 4 |
Verizon
VZ
|
$795K |
| 5 |
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% |
