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
51
$878K 0.78%
40,430
+1,280
52
$688K 0.61%
+14,475
53
$632K 0.56%
+12,950
54
$610K 0.54%
9,800
+640
55
$596K 0.53%
+7,600
56
$559K 0.5%
+6,775
57
$536K 0.48%
+5,003
58
$436K 0.39%
11,000
59
$432K 0.38%
11,000
60
$430K 0.38%
2,850
-125
61
$366K 0.33%
2,050
-231
62
$351K 0.31%
2,500
63
$237K 0.21%
3,762
64
$204K 0.18%
+1,640
65
– –
-34,163
66
– –
-33,146
1 2
3