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
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.4M
3
+$9.12M
4
SSO icon
ProShares Ultra S&P500
SSO
+$6.72M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.92M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.5%
2 Technology 11.7%
3 Consumer Discretionary 6.77%
4 Financials 5.5%
5 Consumer Staples 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$783K 0.49%
+5,536
52
$739K 0.47%
+1,645
53
$714K 0.45%
+3,913
54
$710K 0.45%
+5,060
55
$670K 0.42%
+13,575
56
$603K 0.38%
+32,634
57
$602K 0.38%
+10,195
58
$554K 0.35%
+4,169
59
$502K 0.32%
+18,910
60
$468K 0.3%
+1,003
61
$460K 0.29%
+49,768
62
$450K 0.28%
+890
63
$448K 0.28%
+3,347
64
$434K 0.27%
+1,173
65
$411K 0.26%
+6,116
66
$393K 0.25%
+10,967
67
$389K 0.25%
+11,245
68
$387K 0.24%
+6,706
69
$383K 0.24%
+4,452
70
$372K 0.24%
+1,297
71
$370K 0.23%
+35,605
72
$367K 0.23%
+5,238
73
$366K 0.23%
+7,396
74
$340K 0.21%
+5,970
75
$339K 0.21%
+2,920
1 2
3
4 5