FIM

Fruth Investment Management Portfolio holdings

AUM $371M
1-Year Est. Return 13.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.57%
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 +$239K
2 +$231K
3 +$217K
4
CL icon
Colgate-Palmolive
CL
+$202K
5
BKR icon
Baker Hughes
BKR
+$193K

Top Sells

1 +$1.33M
2 +$432K
3 +$249K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$183K
5
SBUX icon
Starbucks
SBUX
+$155K

Sector Composition

1 Industrials 19.73%
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