FNBOH

First National Bank of Hutchinson Portfolio holdings

AUM $189M
1-Year Est. Return 26.1%
This Quarter Est. Return
1 Year Est. Return
+26.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$2.21M
2 +$1.53M
3 +$1.5M
4
IBM icon
IBM
IBM
+$1.49M
5
ORCL icon
Oracle
ORCL
+$1.36M

Top Sells

1 +$1.49M
2 +$1.06M
3 +$979K
4
ISRG icon
Intuitive Surgical
ISRG
+$792K
5
CMG icon
Chipotle Mexican Grill
CMG
+$745K

Sector Composition

1 Technology 25.89%
2 Communication Services 6.88%
3 Financials 6.64%
4 Consumer Staples 6.47%
5 Consumer Discretionary 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$732B
$29.2M 15.46%
43,649
-2,224
XLK icon
2
State Street Technology Select Sector SPDR ETF
XLK
$46.8B
$11.8M 6.24%
41,846
-22
AAPL icon
3
Apple
AAPL
$4.11T
$9.81M 5.19%
38,540
+3,838
NVDA icon
4
NVIDIA
NVDA
$4.4T
$9.61M 5.09%
51,517
+2,944
MSFT icon
5
Microsoft
MSFT
$3.59T
$9.16M 4.85%
17,691
+2,902
IJH icon
6
iShares Core S&P Mid-Cap ETF
IJH
$103B
$7.64M 4.04%
117,140
-2,715
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.79T
$7.23M 3.83%
29,690
+4,371
IJR icon
8
iShares Core S&P Small-Cap ETF
IJR
$90.5B
$6.56M 3.47%
55,231
-1,155
WMT icon
9
Walmart Inc. Common Stock
WMT
$921B
$5.4M 2.86%
52,423
+21,404
AMZN icon
10
Amazon
AMZN
$2.46T
$4.84M 2.56%
22,024
+1,037
JPM icon
11
JPMorgan Chase
JPM
$864B
$4.05M 2.15%
12,855
+974
AVGO icon
12
Broadcom
AVGO
$1.92T
$3.93M 2.08%
11,985
-1,111
XLF icon
13
State Street Financial Select Sector SPDR ETF
XLF
$53.4B
$3.87M 2.05%
71,864
+3,200
META icon
14
Meta Platforms (Facebook)
META
$1.65T
$3.75M 1.98%
5,108
+329
XLY icon
15
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$12.3B
$3.26M 1.72%
13,584
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.07T
$3M 1.59%
5,961
-371
KR icon
17
Kroger
KR
$39.9B
$2.99M 1.58%
44,294
+1,205
XLV icon
18
State Street Health Care Select Sector SPDR ETF
XLV
$40.3B
$2.91M 1.54%
20,927
XLI icon
19
State Street Industrial Select Sector SPDR ETF
XLI
$25.2B
$2.65M 1.4%
17,199
ADP icon
20
Automatic Data Processing
ADP
$107B
$2M 1.06%
6,800
+5,200
V icon
21
Visa
V
$666B
$1.8M 0.95%
5,262
+232
MA icon
22
Mastercard
MA
$506B
$1.61M 0.85%
2,824
+240
CRWD icon
23
CrowdStrike
CRWD
$130B
$1.57M 0.83%
3,194
+217
ORLY icon
24
O'Reilly Automotive
ORLY
$79.3B
$1.53M 0.81%
14,192
+990
IBM icon
25
IBM
IBM
$290B
$1.49M 0.79%
+5,283