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
$546M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$1.71M
3
+$1.4M
4
FOUR icon
Shift4
FOUR
+$1.23M
5
APLD icon
Applied Digital
APLD
+$940K

Top Sells

1
+$3.59M
2
+$1.02M
3
+$911K
4
VZ icon
Verizon
VZ
+$795K
5
MRK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$331K 0.06%
2,800
202
$328K 0.06%
1,600
203
$325K 0.06%
1,087
-4
204
$325K 0.06%
701
205
$323K 0.06%
10,100
-1,500
206
$322K 0.06%
26,011
207
$321K 0.06%
1,525
208
$317K 0.06%
31,161
+26
209
$311K 0.06%
1,574
210
$308K 0.06%
7,251
+72
211
$291K 0.05%
5,400
212
$286K 0.05%
2,558
213
$284K 0.05%
910
214
$277K 0.05%
16,361
215
$276K 0.05%
4,980
-150
216
$274K 0.05%
2,087
217
$271K 0.05%
+15,300
218
$270K 0.05%
6,221
-71
219
$270K 0.05%
3,520
-61
220
$269K 0.05%
9,050
221
$267K 0.05%
2,300
-17
222
$264K 0.05%
1,850
223
$262K 0.05%
2,746
-500
224
$252K 0.05%
2,322
225
$242K 0.04%
+15,625
7 8
9
10 11