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
$125M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.27M
3
+$1.12M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.09M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.06M

Top Sells

1
+$3.09M
2
+$3.07M
3
+$1.55M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.54M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$644K

Sector Composition

1 Healthcare 21.78%
2 Technology 12.61%
3 Consumer Staples 4.3%
4 Consumer Discretionary 4.11%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.85%
+25,665
27
$1.06M 0.85%
7,476
-916
28
$1.02M 0.81%
39,607
-996
29
$971K 0.78%
11,448
-2,245
30
$970K 0.78%
17,120
-3,537
31
$969K 0.77%
10,112
-1,572
32
$968K 0.77%
7,177
+1,775
33
$943K 0.75%
39,190
+22,382
34
$928K 0.74%
8,408
-1,456
35
$923K 0.74%
4,200
-778
36
$918K 0.73%
9,623
+1,698
37
$914K 0.73%
5,307
-2,228
38
$844K 0.67%
19,864
-4,456
39
$793K 0.63%
3,603
-150
40
$759K 0.61%
3,083
-251
41
$725K 0.58%
3,644
-294
42
$713K 0.57%
6,986
-1,445
43
$689K 0.55%
3,428
-8
44
$637K 0.51%
2,684
+44
45
$632K 0.51%
23,824
+6,664
46
$591K 0.47%
3,238
+423
47
$587K 0.47%
21,150
-23,185
48
$570K 0.46%
9,104
+217
49
$558K 0.45%
16,235
-1,681
50
$545K 0.44%
+21,481
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