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
$225M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$387K
2 +$233K
3 +$212K
4
STLD icon
Steel Dynamics
STLD
+$212K
5
RL icon
Ralph Lauren
RL
+$201K

Top Sells

1 +$865K
2 +$640K
3 +$433K
4
LUV icon
Southwest Airlines
LUV
+$339K
5
AEM icon
Agnico Eagle Mines
AEM
+$217K

Sector Composition

1 Industrials 20.02%
2 Consumer Staples 13.24%
3 Materials 12.4%
4 Technology 11.44%
5 Consumer Discretionary 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-21,000