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
$184M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.99M
3
+$1.23M
4
LLY icon
Eli Lilly
LLY
+$946K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$903K

Top Sells

1
+$912K
2
+$836K
3
+$662K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$394K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$337K

Sector Composition

1 Technology 8.48%
2 Healthcare 8.17%
3 Financials 3.39%
4 Consumer Staples 2.6%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 0.93%
33,532
+814
27
$1.71M 0.93%
7,066
-303
28
$1.68M 0.91%
12,530
-1,823
29
$1.62M 0.88%
2,766
+283
30
$1.54M 0.84%
22,371
+7,966
31
$1.36M 0.74%
25,853
+1,412
32
$1.33M 0.72%
16,274
-1,962
33
$1.12M 0.61%
3,546
+220
34
$1.06M 0.58%
5,575
+179
35
$1.04M 0.57%
16,968
-995
36
$1M 0.54%
3,419
+87
37
$967K 0.52%
5,272
+24
38
$928K 0.5%
2,795
-209
39
$879K 0.48%
5,191
+101
40
$855K 0.46%
4,491
-234
41
$846K 0.46%
7,004
-786
42
$844K 0.46%
9,178
-884
43
$839K 0.46%
4,434
+1,226
44
$825K 0.45%
11,141
-948
45
$816K 0.44%
26,526
-3,437
46
$761K 0.41%
22,515
-1,321
47
$743K 0.4%
10,692
-1,696
48
$742K 0.4%
16,842
+1,794
49
$732K 0.4%
2,772
+103
50
$695K 0.38%
1,186
+67
1
2
3 4 5