FNBOH

First National Bank of Hutchinson Portfolio holdings

AUM $161M
1-Year Est. Return 21.53%
This Quarter Est. Return
1 Year Est. Return
+21.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
-$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$575K
2 +$337K
3 +$328K
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$298K
5
NVO icon
Novo Nordisk
NVO
+$224K

Top Sells

1 +$3.86M
2 +$2.33M
3 +$2.18M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.92M
5
AAPL icon
Apple
AAPL
+$1.48M

Sector Composition

1 Technology 9.37%
2 Financials 4.66%
3 Healthcare 4.32%
4 Consumer Staples 3.7%
5 Consumer Discretionary 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$44M 22.75%
102,251
-2,655
2
$24M 12.44%
212,761
-12,604
3
$15.7M 8.1%
291,170
-13,075
4
$9.63M 4.98%
297,136
-119,239
5
$6.86M 3.55%
46,429
-520
6
$4.59M 2.38%
33,552
-10,819
7
$3.51M 1.82%
54,654
-29,935
8
$3.26M 1.69%
12,027
-1,386
9
$2.89M 1.5%
23,060
-700
10
$2.82M 1.46%
22,375
11
$2.81M 1.46%
16,360
-2,080
12
$2.62M 1.35%
71,311
13
$2.55M 1.32%
14,298
14
$2.15M 1.11%
15,982
-17,321
15
$2.11M 1.09%
55,032
-3,050
16
$1.95M 1.01%
63,719
-47,309
17
$1.84M 0.95%
17,958
-56
18
$1.79M 0.92%
33,492
-40,803
19
$1.51M 0.78%
14,177
+5,407
20
$1.4M 0.72%
29,682
+414
21
$1.37M 0.71%
19,534
-153
22
$1.09M 0.56%
4,815
-5,325
23
$1.04M 0.54%
1,784
-90
24
$1.04M 0.54%
2,070
-117
25
$1.04M 0.54%
2,991
-143