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
51
$332K 0.35%
2,500
52
$210K 0.22%
3,762
-32,286
53
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-4,000
54
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-18,252
55
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-45,385
56
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-18,075
57
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-25,134
58
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-33,176
59
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-19,408
60
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-46,051
61
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-9,050
62
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-2,560
63
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-12,400
64
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-43,160
65
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-20,275
66
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-14,725
67
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-5,775
68
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-64,884
69
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-15,252
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3