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
201
$347K 0.05%
2,100
-50
202
$345K 0.05%
5,400
203
$340K 0.05%
1,027
-14
204
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205
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206
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10,000
-2,000
207
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208
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2,025
209
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210
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2,941
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211
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2,400
-50
212
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2,268
213
$311K 0.05%
6,589
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214
$308K 0.05%
435
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215
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216
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217
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218
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219
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3,247
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220
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221
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1,798
222
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+560
223
$284K 0.04%
437,910
+62,800
224
$282K 0.04%
22,500
225
$282K 0.04%
1,018
-18
7 8
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10 11