HKIMG

Hutchens & Kramer Investment Management Group Portfolio holdings

AUM $218M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.4M
3
+$9.12M
4
SSO icon
ProShares Ultra S&P500
SSO
+$6.72M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.92M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.5%
2 Technology 11.7%
3 Consumer Discretionary 6.77%
4 Financials 5.5%
5 Consumer Staples 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.98%
+9,786
27
$1.53M 0.97%
+31,440
28
$1.51M 0.95%
+24,714
29
$1.46M 0.92%
+6,276
30
$1.43M 0.91%
+13,700
31
$1.39M 0.88%
+18,789
32
$1.38M 0.87%
+3,873
33
$1.33M 0.84%
+8,468
34
$1.3M 0.82%
+23,036
35
$1.28M 0.81%
+5,374
36
$1.14M 0.72%
+11,265
37
$1.13M 0.72%
+5,274
38
$1.11M 0.7%
+2,456
39
$1.07M 0.68%
+60,304
40
$1.05M 0.67%
+4,632
41
$1.05M 0.66%
+6,742
42
$868K 0.55%
+8,957
43
$860K 0.54%
+6,743
44
$858K 0.54%
+3,601
45
$848K 0.54%
+7,074
46
$835K 0.53%
+21,468
47
$820K 0.52%
+16,990
48
$811K 0.51%
+4,806
49
$809K 0.51%
+3,704
50
$786K 0.5%
+11,733
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