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
$136M
AUM Growth
-$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.36M
3
+$1.24M
4
MSTB icon
LHA Market State Tactical Beta ETF
MSTB
+$791K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$770K

Top Sells

1
+$8.12M
2
+$4.12M
3
+$4.09M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.73M
5
BCM
iPath Pure Beta Broad Commodity ETN
BCM
+$1.5M

Sector Composition

1 Healthcare 18.05%
2 Technology 11.93%
3 Consumer Discretionary 5.73%
4 Financials 5.5%
5 Consumer Staples 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 1.08%
79,067
+18,299
27
$1.4M 1.03%
24,917
+203
28
$1.38M 1.02%
17,328
+3,628
29
$1.38M 1.02%
8,614
-104
30
$1.37M 1.01%
14,952
+624
31
$1.37M 1.01%
42,844
+392
32
$1.14M 0.84%
4,025
+121
33
$1.13M 0.83%
4,798
+166
34
$1.04M 0.77%
6,793
-1,731
35
$1.04M 0.76%
5,196
-161
36
$1.03M 0.76%
23,138
+102
37
$926K 0.68%
5,184
-121
38
$823K 0.61%
2,148
-306
39
$799K 0.59%
9,411
-1,846
40
$791K 0.58%
+31,483
41
$770K 0.57%
+7,520
42
$762K 0.56%
+21,214
43
$746K 0.55%
3,744
-36
44
$745K 0.55%
3,601
45
$722K 0.53%
6,620
-140
46
$722K 0.53%
5,431
-105
47
$718K 0.53%
+5,638
48
$700K 0.52%
20,259
-1,209
49
$683K 0.5%
8,468
-489
50
$678K 0.5%
+10,376
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