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
$180M
AUM Growth
-$869K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$7.04M
3
+$3.57M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.65M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$1.48M

Top Sells

1
+$26.7M
2
+$6.03M
3
+$1.05M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.05M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.05M

Sector Composition

1 Healthcare 8.82%
2 Technology 8.41%
3 Financials 3.16%
4 Consumer Staples 2.77%
5 Consumer Discretionary 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.93%
14,353
-317
27
$1.6M 0.89%
32,718
+7,477
28
$1.51M 0.84%
18,236
-118
29
$1.43M 0.79%
2,483
+199
30
$1.4M 0.77%
24,441
+16,962
31
$1.31M 0.73%
13,907
+8,287
32
$1.22M 0.68%
5,248
-328
33
$1.2M 0.66%
17,963
+3,994
34
$1.09M 0.6%
10,062
-954
35
$1.06M 0.59%
5,396
+1,109
36
$984K 0.55%
3,004
-402
37
$963K 0.53%
14,405
+9,225
38
$933K 0.52%
3,332
-304
39
$923K 0.51%
3,326
-64
40
$910K 0.51%
29,963
-1,594
41
$909K 0.5%
7,790
-999
42
$886K 0.49%
5,090
-1,055
43
$856K 0.48%
3,701
-557
44
$831K 0.46%
4,272
-359
45
$807K 0.45%
23,836
+1,765
46
$796K 0.44%
4,725
+77
47
$788K 0.44%
12,388
-2,031
48
$783K 0.43%
13,866
-4,462
49
$773K 0.43%
12,089
-1,661
50
$725K 0.4%
15,048
-2,660
1
2
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