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
$112M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.89M
3
+$1.78M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.54M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.39M

Top Sells

1
+$2.43M
2
+$1.68M
3
+$1.45M
4
T icon
AT&T
T
+$679K
5
VZ icon
Verizon
VZ
+$590K

Sector Composition

1 Technology 20.68%
2 Financials 14.93%
3 Healthcare 13.89%
4 Consumer Discretionary 13.6%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.54M 3.15%
53,686
-1,035
2
$2.98M 2.65%
88,195
-1,700
3
$2.98M 2.65%
11,136
-260
4
$2.9M 2.59%
+22,060
5
$2.82M 2.51%
69,108
-1,995
6
$2.78M 2.48%
31,647
-1,090
7
$2.67M 2.38%
20,839
-104
8
$2.59M 2.31%
25,307
-43
9
$2.55M 2.27%
72,197
-1,035
10
$2.52M 2.24%
70,136
+1,060
11
$2.5M 2.23%
84,200
-800
12
$2.49M 2.21%
19,985
+1,085
13
$2.44M 2.18%
21,731
-2,395
14
$2.4M 2.14%
109,750
-23,550
15
$2.39M 2.13%
16,765
-192
16
$2.38M 2.12%
53,600
-1,400
17
$2.36M 2.1%
16,600
-10,195
18
$2.27M 2.02%
29,971
-78
19
$2.26M 2.01%
62,587
+4,649
20
$2.25M 2.01%
13,745
+955
21
$2.25M 2%
28,760
+2,510
22
$2.23M 1.98%
37,201
+11,851
23
$2.21M 1.97%
37,841
-1,020
24
$2.21M 1.97%
13,250
+1,330
25
$2.18M 1.95%
14,875
-290
1
2 3