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
$181M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.05M
3
+$1.05M
4
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$997K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$644K

Top Sells

1
+$1.57M
2
+$1.16M
3
+$682K
4
SRCL
Stericycle Inc
SRCL
+$475K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$333K

Sector Composition

1 Healthcare 24.33%
2 Technology 11.43%
3 Financials 2.92%
4 Consumer Discretionary 2.51%
5 Consumer Staples 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.82%
6,869
-556
27
$1.41M 0.78%
8,285
+737
28
$1.19M 0.66%
25,241
+2,517
29
$1.15M 0.64%
2,284
+248
30
$1.08M 0.6%
5,576
+78
31
$1.06M 0.59%
3,406
+1
32
$1.05M 0.58%
+21,277
33
$1.05M 0.58%
+20,926
34
$1.05M 0.58%
+10,442
35
$1.01M 0.56%
13,750
+12
36
$982K 0.54%
6,145
-383
37
$974K 0.54%
14,419
-257
38
$972K 0.54%
8,789
-1,139
39
$952K 0.53%
11,016
+1,753
40
$933K 0.52%
18,328
+29
41
$899K 0.5%
31,557
-2,687
42
$892K 0.49%
3,390
-12
43
$888K 0.49%
4,258
+76
44
$872K 0.48%
13,969
-34
45
$858K 0.47%
4,648
-267
46
$857K 0.47%
3,636
-8
47
$799K 0.44%
4,631
+396
48
$777K 0.43%
17,708
+412
49
$776K 0.43%
4,287
+377
50
$771K 0.43%
3,009
+145
1
2
3 4 5