HKIMG

Hutchens & Kramer Investment Management Group Portfolio holdings

AUM $317M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$4.93M
3
+$2.98M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.74M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$2.46M

Top Sells

1
+$495K
2
+$444K
3
+$411K
4
AMT icon
American Tower
AMT
+$395K
5
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$373K

Sector Composition

1 Technology 7.67%
2 Healthcare 4.09%
3 Financials 2.47%
4 Industrials 2.39%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 0.91%
3,830
-57
27
$2.23M 0.88%
26,719
+4,098
28
$1.9M 0.75%
2,580
+72
29
$1.87M 0.74%
15,528
-876
30
$1.8M 0.71%
30,358
+986
31
$1.7M 0.67%
8,757
-1,065
32
$1.69M 0.66%
2,964
-62
33
$1.61M 0.64%
2,424
+491
34
$1.49M 0.59%
7,231
-229
35
$1.41M 0.56%
20,805
-3,733
36
$1.33M 0.53%
16,062
+538
37
$1.33M 0.52%
16,965
+34
38
$1.24M 0.49%
10,019
-129
39
$1.19M 0.47%
25,460
-4,902
40
$1.16M 0.46%
4,786
-114
41
$1.08M 0.42%
4,419
+194
42
$1.07M 0.42%
2,854
+57
43
$1.06M 0.42%
11,554
+4,900
44
$1.05M 0.42%
15,997
+152
45
$1.05M 0.41%
3,206
+982
46
$1.05M 0.41%
3,063
-106
47
$1.04M 0.41%
21,561
-5,057
48
$1.01M 0.4%
18,595
-802
49
$998K 0.39%
4,040
-14
50
$984K 0.39%
5,274
-89
1
2
3 4 5