HKIMG
Hutchens & Kramer Investment Management Group Portfolio holdings
AUM
$218M
This Quarter Return
+11.18%
1 Year Return
+13.24%
3 Year Return
+82.1%
5 Year Return
–
10 Year Return
–
AUM
$158M
AUM Growth
–
Cap. Flow
+$158M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.1%
Holding
120
New
120
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$13.7M |
| 2 |
Eli Lilly
LLY
|
$12.4M |
| 3 |
Microsoft
MSFT
|
$9.12M |
| 4 |
ProShares Ultra S&P500
SSO
|
$6.72M |
| 5 |
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% |
