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
$250M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$554K
2 +$377K
3 +$252K
4
CARR icon
Carrier Global
CARR
+$236K
5
MOS icon
The Mosaic Company
MOS
+$224K

Top Sells

1 +$342K
2 +$247K
3 +$241K
4
GWW icon
W.W. Grainger
GWW
+$233K
5
AAPL icon
Apple
AAPL
+$227K

Sector Composition

1 Industrials 20.41%
2 Consumer Staples 13.85%
3 Technology 13.43%
4 Materials 13.35%
5 Consumer Discretionary 12.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-5,500
202
-10,000
203
-10,300
204
-8,268
205
-6,900
206
-2,900