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
$116M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$3.07M
3
+$2.51M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.4M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.61M

Top Sells

1
+$7.66M
2
+$4.38M
3
+$4.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.57M
5
MSFT icon
Microsoft
MSFT
+$2.2M

Sector Composition

1 Healthcare 19.01%
2 Technology 12.76%
3 Consumer Discretionary 5%
4 Consumer Staples 4.52%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 1.05%
9,864
-8,722
27
$1.21M 1.04%
+9,142
28
$1.18M 1.02%
5,784
-3,895
29
$1.17M 1.01%
5,900
-5,538
30
$1.16M 1%
8,392
-1,575
31
$1.11M 0.96%
4,978
-3,894
32
$1.11M 0.96%
3,451
-905
33
$1.09M 0.94%
11,684
-8,316
34
$1.08M 0.93%
20,657
-18,167
35
$1.07M 0.93%
13,693
-12,088
36
$1.04M 0.9%
24,036
-16,533
37
$1.01M 0.87%
40,603
+25,867
38
$994K 0.86%
24,320
-20,940
39
$946K 0.82%
8,431
-8,277
40
$792K 0.68%
3,753
-527
41
$753K 0.65%
3,334
-2,244
42
$746K 0.65%
3,938
-619
43
$742K 0.64%
7,925
-672
44
$670K 0.58%
5,402
+1,428
45
$637K 0.55%
2,815
-1,543
46
$611K 0.53%
17,916
-990
47
$595K 0.51%
2,640
-1,003
48
$589K 0.51%
3,436
-3,696
49
$579K 0.5%
13,269
-12,378
50
$551K 0.48%
4,026
-1,347
1
2
3 4 5