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
$142M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.81M
3
+$896K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$776K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$519K

Top Sells

1
+$2.14M
2
+$498K
3
+$455K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$321K
5
JNJ icon
Johnson & Johnson
JNJ
+$305K

Sector Composition

1 Healthcare 21.86%
2 Technology 11.31%
3 Consumer Staples 3.55%
4 Consumer Discretionary 3.41%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.73%
35,685
-3,346
27
$1.03M 0.72%
4,437
-515
28
$1.01M 0.71%
14,654
-1,848
29
$1M 0.71%
6,696
-644
30
$1,000K 0.7%
6,795
-127
31
$993K 0.7%
10,584
-261
32
$978K 0.69%
8,881
-816
33
$896K 0.63%
+25,201
34
$885K 0.62%
4,484
-489
35
$869K 0.61%
3,730
-365
36
$844K 0.59%
3,503
37
$819K 0.58%
8,660
-1,140
38
$818K 0.58%
16,510
-2,286
39
$815K 0.57%
13,488
+6,793
40
$792K 0.56%
37,390
-10,569
41
$778K 0.55%
8,028
-1,452
42
$774K 0.55%
7,125
-641
43
$754K 0.53%
2,897
+246
44
$741K 0.52%
25,906
+360
45
$705K 0.5%
3,304
-340
46
$697K 0.49%
14,070
+5,820
47
$676K 0.48%
2,906
-681
48
$645K 0.45%
4,578
+135
49
$642K 0.45%
2,654
-341
50
$641K 0.45%
1,810
+278
1
2
3 4 5