HIM

Hutchens Investment Management Portfolio holdings

AUM $106M
This Quarter Return
+4.87%
1 Year Return
+27.22%
3 Year Return
+56.75%
5 Year Return
10 Year Return
AUM
$116M
AUM Growth
+$116M
Cap. Flow
-$1M
Cap. Flow %
-0.87%
Top 10 Hldgs %
25.1%
Holding
66
New
2
Increased
16
Reduced
19
Closed
2

Sector Composition

1 Technology 21.38%
2 Healthcare 15.85%
3 Financials 15.41%
4 Consumer Discretionary 12.74%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SRLN icon
51
SPDR Blackstone Senior Loan ETF
SRLN
$7B
$653K 0.56%
13,775
-700
-5% -$33.2K
EFA icon
52
iShares MSCI EAFE ETF
EFA
$66B
$638K 0.55%
9,800
TOTL icon
53
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.86B
$637K 0.55%
12,950
IYR icon
54
iShares US Real Estate ETF
IYR
$3.76B
$606K 0.52%
7,600
VZ icon
55
Verizon
VZ
$186B
$569K 0.49%
12,751
-7,353
-37% -$328K
UPS icon
56
United Parcel Service
UPS
$74.1B
$552K 0.48%
4,995
-8
-0.2% -$884
VEA icon
57
Vanguard FTSE Developed Markets ETF
VEA
$171B
$495K 0.43%
12,000
+1,000
+9% +$41.3K
VWO icon
58
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$489K 0.42%
12,000
+1,000
+9% +$40.8K
VNQ icon
59
Vanguard Real Estate ETF
VNQ
$34.6B
$480K 0.42%
5,775
-1,000
-15% -$83.1K
CMI icon
60
Cummins
CMI
$54.9B
$417K 0.36%
2,575
-275
-10% -$44.5K
BDX icon
61
Becton Dickinson
BDX
$55.3B
$390K 0.34%
2,000
VBK icon
62
Vanguard Small-Cap Growth ETF
VBK
$20.1B
$364K 0.31%
2,500
RAI
63
DELISTED
Reynolds American Inc
RAI
$244K 0.21%
3,762
JNJ icon
64
Johnson & Johnson
JNJ
$427B
$216K 0.19%
1,640
APA icon
65
APA Corp
APA
$8.31B
-24,251
Closed -$1.25M
KMI icon
66
Kinder Morgan
KMI
$60B
-40,430
Closed -$878K