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
$180M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$4.12M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$2.41M
5
BX icon
Blackstone
BX
+$384K

Top Sells

1
+$6.75M
2
+$5.95M
3
+$1.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.35M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$423K

Sector Composition

1 Healthcare 13.92%
2 Technology 11.6%
3 Consumer Discretionary 5.87%
4 Financials 5.12%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 1.09%
8,718
+233
27
$1.73M 0.96%
96,630
-95,298
28
$1.71M 0.95%
14,328
29
$1.6M 0.89%
42,452
-2,746
30
$1.52M 0.85%
9,852
+66
31
$1.5M 0.84%
24,714
32
$1.5M 0.83%
31,440
33
$1.47M 0.82%
19,841
+1,052
34
$1.47M 0.81%
13,700
35
$1.44M 0.8%
8,524
+56
36
$1.41M 0.78%
3,904
+31
37
$1.36M 0.75%
23,036
38
$1.34M 0.74%
6,320
+44
39
$1.28M 0.71%
5,357
-17
40
$1.14M 0.63%
11,257
-8
41
$1.14M 0.63%
5,305
+31
42
$1.12M 0.62%
2,454
-2
43
$1.11M 0.62%
6,786
+44
44
$1.08M 0.6%
4,632
45
$1.07M 0.59%
60,768
+464
46
$951K 0.53%
6,760
+1,700
47
$912K 0.51%
3,915
+2
48
$906K 0.5%
6,743
49
$900K 0.5%
17,108
+118
50
$868K 0.48%
8,957
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