FIM

Fruth Investment Management Portfolio holdings

AUM $401M
1-Year Est. Return 26.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$473K
2 +$413K
3 +$304K
4
CTRA icon
Coterra Energy
CTRA
+$245K
5
KMX icon
CarMax
KMX
+$243K

Top Sells

1 +$105K
2 +$83.6K
3 +$82.2K
4
TT icon
Trane Technologies
TT
+$81K
5
LIN icon
Linde
LIN
+$77.8K

Sector Composition

1 Industrials 21.15%
2 Consumer Discretionary 13.42%
3 Materials 13.31%
4 Technology 12.85%
5 Consumer Staples 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$8K ﹤0.01%
1,100
227
$0 ﹤0.01%
12,600
228
-10,000