FIM

Fruth Investment Management Portfolio holdings

AUM $369M
1-Year Est. Return 8.04%
This Quarter Est. Return
1 Year Est. Return
+8.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$234K
2 +$233K
3 +$218K
4
CL icon
Colgate-Palmolive
CL
+$212K
5
HTO
H2O America
HTO
+$211K

Top Sells

1 +$1.41M
2 +$408K
3 +$259K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$183K
5
SBUX icon
Starbucks
SBUX
+$163K

Sector Composition

1 Industrials 19.67%
2 Materials 13.66%
3 Energy 12.92%
4 Consumer Discretionary 12.26%
5 Consumer Staples 11.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,020