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
$390M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$2.63M
2 +$207K
3 +$196K
4
DVN icon
Devon Energy
DVN
+$180K
5
CHX
ChampionX
CHX
+$167K

Top Sells

1 +$654K
2 +$372K
3 +$317K
4
USB icon
US Bancorp
USB
+$238K
5
TT icon
Trane Technologies
TT
+$233K

Sector Composition

1 Industrials 24.15%
2 Materials 13.04%
3 Consumer Discretionary 12.3%
4 Energy 12.23%
5 Technology 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-2,000
227
-10,900