HIM

Hutchens Investment Management Portfolio holdings

AUM $106M
1-Year Est. Return 27.22%
This Quarter Est. Return
1 Year Est. Return
+27.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.98M
3
+$1.94M
4
APA icon
APA Corp
APA
+$1.57M
5
ICE icon
Intercontinental Exchange
ICE
+$1.43M

Top Sells

1
+$2.87M
2
+$2.63M
3
+$2.45M
4
CLX icon
Clorox
CLX
+$2.28M
5
CVS icon
CVS Health
CVS
+$2.24M

Sector Composition

1 Technology 20.32%
2 Consumer Discretionary 16.38%
3 Financials 14.36%
4 Communication Services 12.68%
5 Healthcare 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 2.08%
69,076
+47,072
27
$1.98M 2.06%
+14,010
28
$1.94M 2.02%
+11,920
29
$1.94M 2.02%
18,616
+13
30
$1.93M 2.01%
18,627
-200
31
$1.89M 1.97%
12,691
+558
32
$1.88M 1.96%
12,084
+139
33
$1.84M 1.92%
17,900
+1,125
34
$1.79M 1.86%
15,585
+2,935
35
$1.76M 1.83%
1,201
+7
36
$1.72M 1.79%
32,199
-1,451
37
$1.68M 1.75%
33,146
-290
38
$1.57M 1.64%
+24,815
39
$1.57M 1.64%
40,780
+240
40
$1.43M 1.49%
+25,350
41
$1.42M 1.47%
35,720
-2,440
42
$1.4M 1.46%
+15,948
43
$1.26M 1.32%
+10,740
44
$810K 0.84%
+39,150
45
$700K 0.73%
15,614
46
$528K 0.55%
9,160
-3,580
47
$406K 0.42%
2,975
-75
48
$401K 0.42%
11,000
+4,000
49
$393K 0.41%
11,000
+4,000
50
$368K 0.38%
2,281
-13,787
1
2
3