FIM
Fruth Investment Management Portfolio holdings
AUM
$368M
This Quarter Return
+5.39%
1 Year Return
+10.93%
3 Year Return
+51.52%
5 Year Return
+127.47%
10 Year Return
+289.79%
AUM
$236M
AUM Growth
+$236M
(+4.1%)
Cap. Flow
+$1.71M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
20.7%
Holding
245
New
17
Increased
42
Reduced
78
Closed
15
Top Buys
| 1 |
Keysight
KEYS
|
$998K |
| 2 |
CDK
CDK Global, Inc.
CDK
|
$515K |
| 3 |
Casey's General Stores
CASY
|
$427K |
| 4 |
Kirby Corp
KEX
|
$417K |
| 5 |
ConocoPhillips
COP
|
$374K |
Top Sells
| 1 |
Agilent Technologies
A
|
$942K |
| 2 |
Trinity Industries
TRN
|
$718K |
| 3 |
Perrigo
PRGO
|
$548K |
| 4 |
Automatic Data Processing
ADP
|
$511K |
| 5 |
Ralph Lauren
RL
|
$378K |
Sector Composition
| 1 | Industrials | 18.68% |
| 2 | Consumer Staples | 13.14% |
| 3 | Energy | 12.83% |
| 4 | Consumer Discretionary | 11.87% |
| 5 | Materials | 11.09% |
