HIM

Hutchens Investment Management Portfolio holdings

AUM $106M
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$858K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$3.68M
2 +$2.33M
3 +$2.26M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.87M
5
DLTR icon
Dollar Tree
DLTR
+$1.42M

Top Sells

1 +$2.83M
2 +$1.69M
3 +$1.53M
4
VZ icon
Verizon
VZ
+$1.45M
5
IVZ icon
Invesco
IVZ
+$1.13M

Sector Composition

1 Healthcare 24.18%
2 Technology 19.61%
3 Consumer Discretionary 13.91%
4 Consumer Staples 9.56%
5 Financials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-72
127
-1,575
128
-100
129
-300
130
-640
131
-660
132
-300
133
-160
134
-209
135
-300
136
-985
137
-490
138
-132
139
-143
140
-180
141
-1,500
142
-220
143
-175
144
-1
145
-100
146
-50
147
-5,228
148
-120
149
-160
150
-100