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
$110M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.44M
3
+$959K
4
ZTS icon
Zoetis
ZTS
+$765K
5
ALB icon
Albemarle
ALB
+$340K

Top Sells

1
+$2.55M
2
+$2.17M
3
+$1.72M
4
MSFT icon
Microsoft
MSFT
+$1.62M
5
ADP icon
Automatic Data Processing
ADP
+$1.3M

Sector Composition

1 Technology 21.35%
2 Healthcare 17.13%
3 Financials 14.92%
4 Industrials 9.32%
5 Consumer Discretionary 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEA icon
51
Vanguard FTSE Developed Markets ETF
VEA
$178B
$564K 0.51%
13,000
+1,000
EFA icon
52
iShares MSCI EAFE ETF
EFA
$68B
$556K 0.5%
8,127
-1,673
GM icon
53
General Motors
GM
$66B
$530K 0.48%
13,150
-6,765
IYR icon
54
iShares US Real Estate ETF
IYR
$3.71B
$519K 0.47%
6,500
-1,100
UPS icon
55
United Parcel Service
UPS
$81.4B
$502K 0.46%
4,186
-809
TOTL icon
56
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.88B
$489K 0.44%
9,925
-3,025
VNQ icon
57
Vanguard Real Estate ETF
VNQ
$33.8B
$479K 0.43%
5,775
SRLN icon
58
State Street Blackstone Senior Loan ETF
SRLN
$6.88B
$467K 0.42%
9,850
-3,925
VZ icon
59
Verizon
VZ
$169B
$405K 0.37%
8,196
-4,555
CMI icon
60
Cummins
CMI
$65.3B
$399K 0.36%
2,375
-200
VBK icon
61
Vanguard Small-Cap Growth ETF
VBK
$20.4B
$381K 0.35%
2,500
BDX icon
62
Becton Dickinson
BDX
$51B
$362K 0.33%
1,896
-154
ALB icon
63
Albemarle
ALB
$11.4B
$340K 0.31%
+2,500
TWTR
64
DELISTED
Twitter, Inc.
TWTR
$337K 0.31%
+20,000
CBOE icon
65
Cboe Global Markets
CBOE
$26.9B
$322K 0.29%
+3,000
IT icon
66
Gartner
IT
$16.6B
$311K 0.28%
+2,500
CHDN icon
67
Churchill Downs
CHDN
$6.79B
$309K 0.28%
+9,000
AOS icon
68
A.O. Smith
AOS
$9.23B
$297K 0.27%
+5,000
DPZ icon
69
Domino's
DPZ
$13.9B
$297K 0.27%
+1,500
IDXX icon
70
Idexx Laboratories
IDXX
$56.6B
$295K 0.27%
+1,900
SNAP icon
71
Snap
SNAP
$14.1B
$290K 0.26%
+20,000
MKSI icon
72
MKS Inc
MKSI
$10.4B
$283K 0.26%
+3,000
HCSG icon
73
Healthcare Services Group
HCSG
$1.22B
$269K 0.24%
+5,000
CYTK icon
74
Cytokinetics
CYTK
$7.36B
$268K 0.24%
+18,500
DNKN
75
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$265K 0.24%
+5,000
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