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
$112M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.89M
3
+$1.78M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.54M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.39M

Top Sells

1
+$2.43M
2
+$1.68M
3
+$1.45M
4
T icon
AT&T
T
+$679K
5
VZ icon
Verizon
VZ
+$590K

Sector Composition

1 Technology 20.68%
2 Financials 14.93%
3 Healthcare 13.89%
4 Consumer Discretionary 13.6%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 1.92%
16,660
-395
27
$2.15M 1.92%
14,010
28
$2.13M 1.9%
12,060
-24
29
$2.07M 1.85%
1,165
-36
30
$2.06M 1.84%
18,201
-415
31
$2.02M 1.8%
12,613
-78
32
$1.99M 1.77%
15,265
-2,635
33
$1.95M 1.74%
17,862
-765
34
$1.89M 1.68%
+22,140
35
$1.84M 1.64%
22,402
-565
36
$1.83M 1.63%
36,324
+20,710
37
$1.82M 1.62%
15,666
+81
38
$1.78M 1.59%
+28,531
39
$1.71M 1.53%
15,893
-55
40
$1.71M 1.52%
54,426
-21,621
41
$1.68M 1.49%
40,420
-360
42
$1.54M 1.38%
+39,940
43
$1.41M 1.25%
33,200
-2,520
44
$1.39M 1.23%
+11,750
45
$1.29M 1.15%
+33,201
46
$1.26M 1.12%
11,725
+985
47
$1.25M 1.11%
24,251
-564
48
$1.18M 1.05%
+14,850
49
$1.07M 0.96%
+6,550
50
$980K 0.87%
20,104
-12,095
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