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
$169M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.14M
3
+$1.09M
4
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.07M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$1.01M

Top Sells

1
+$1.01M
2
+$939K
3
+$916K
4
ABT icon
Abbott
ABT
+$774K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$572K

Sector Composition

1 Healthcare 22.42%
2 Technology 11.07%
3 Financials 3.13%
4 Consumer Discretionary 3%
5 Consumer Staples 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.67%
10,968
+2,940
27
$1.07M 0.63%
+41,980
28
$1.06M 0.63%
3,405
-98
29
$1.06M 0.63%
5,498
+204
30
$1.06M 0.63%
6,528
-168
31
$1.04M 0.62%
4,182
-255
32
$1.02M 0.6%
34,244
-1,441
33
$1.01M 0.6%
+22,724
34
$1M 0.59%
2,036
+226
35
$994K 0.59%
13,738
-916
36
$990K 0.59%
9,928
-656
37
$982K 0.58%
18,299
-6,927
38
$947K 0.56%
3,402
+505
39
$940K 0.56%
11,113
+7,772
40
$938K 0.56%
3,708
-1,459
41
$919K 0.54%
9,263
+603
42
$894K 0.53%
3,644
-86
43
$889K 0.53%
14,003
+515
44
$866K 0.51%
+16,398
45
$837K 0.5%
14,676
-1,834
46
$769K 0.46%
4,915
+337
47
$762K 0.45%
2,864
+210
48
$736K 0.44%
3,247
-57
49
$726K 0.43%
+3,910
50
$725K 0.43%
17,296
+5,265
1
2
3 4 5