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
$109M
AUM Growth
-$858K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.38M
3
+$2.02M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.78M
5
DLTR icon
Dollar Tree
DLTR
+$1.52M

Top Sells

1
+$2.83M
2
+$1.69M
3
+$1.53M
4
VZ icon
Verizon
VZ
+$1.46M
5
IVZ icon
Invesco
IVZ
+$1.15M

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
201
– –
-250
202
– –
-60
203
– –
-1
204
– –
-50
205
– –
-40
206
– –
-250
207
– –
-480
208
– –
-5,000
5 6 7 8
9