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
$248M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$739K
2 +$614K
3 +$246K
4
LLY icon
Eli Lilly
LLY
+$236K
5
CXT icon
Crane NXT
CXT
+$226K

Top Sells

1 +$951K
2 +$325K
3 +$150K
4
TSCO icon
Tractor Supply
TSCO
+$127K
5
MIDD icon
Middleby
MIDD
+$116K

Sector Composition

1 Industrials 20.52%
2 Consumer Staples 12.19%
3 Consumer Discretionary 11.96%
4 Technology 11.74%
5 Materials 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$27K 0.01%
11,000
+1,000
202
$25K 0.01%
10,800
203
$7K ﹤0.01%
2,000
204
-11,000
205
-8,900
206
-7,800