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
$96M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.98M
3
+$1.94M
4
APA icon
APA Corp
APA
+$1.57M
5
ICE icon
Intercontinental Exchange
ICE
+$1.43M

Top Sells

1
+$2.87M
2
+$2.63M
3
+$2.45M
4
CLX icon
Clorox
CLX
+$2.28M
5
CVS icon
CVS Health
CVS
+$2.24M

Sector Composition

1 Technology 20.32%
2 Consumer Discretionary 16.38%
3 Financials 14.36%
4 Communication Services 12.68%
5 Healthcare 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.4M 3.54%
54,721
-1,301
2
$3.08M 3.21%
26,795
-680
3
$2.85M 2.97%
11,396
-201
4
$2.82M 2.94%
32,737
-6,718
5
$2.81M 2.92%
71,103
-4,500
6
$2.72M 2.83%
89,895
+500
7
$2.6M 2.71%
+25,350
8
$2.57M 2.68%
16,957
+136
9
$2.55M 2.66%
73,232
-9,551
10
$2.49M 2.59%
24,126
+49
11
$2.44M 2.54%
76,047
-3,872
12
$2.43M 2.53%
34,163
+18,238
13
$2.42M 2.52%
20,943
+1,129
14
$2.36M 2.45%
133,300
+1,030
15
$2.3M 2.39%
85,000
-10,575
16
$2.2M 2.29%
26,250
-1,000
17
$2.19M 2.28%
18,900
+800
18
$2.16M 2.25%
38,861
-1,151
19
$2.1M 2.19%
57,938
+21,391
20
$2.08M 2.16%
17,055
-125
21
$2.07M 2.16%
30,049
+484
22
$2.07M 2.16%
22,967
-13,525
23
$2.06M 2.15%
55,000
+240
24
$2.05M 2.13%
12,790
+2,015
25
$2.03M 2.12%
15,165
+25
1
2 3