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
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$4.12M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$2.41M
5
BX icon
Blackstone
BX
+$384K

Top Sells

1
+$6.75M
2
+$5.95M
3
+$1.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.35M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$423K

Sector Composition

1 Healthcare 13.92%
2 Technology 11.6%
3 Consumer Discretionary 5.87%
4 Financials 5.12%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$863K 0.48%
7,126
+52
52
$859K 0.48%
1,897
+252
53
$856K 0.48%
3,780
+76
54
$845K 0.47%
21,468
55
$814K 0.45%
3,601
56
$806K 0.45%
11,988
+255
57
$800K 0.44%
5,536
58
$668K 0.37%
13,575
59
$621K 0.34%
4,669
+500
60
$608K 0.34%
32,850
+216
61
$604K 0.34%
10,195
62
$526K 0.29%
19,710
+800
63
$510K 0.28%
27,192
-22,576
64
$507K 0.28%
3,620
+1,820
65
$481K 0.27%
939
+49
66
$465K 0.26%
1,173
67
$452K 0.25%
986
-17
68
$451K 0.25%
3,347
69
$441K 0.24%
6,160
+44
70
$417K 0.23%
6,754
+48
71
$416K 0.23%
4,484
+32
72
$415K 0.23%
12,002
+757
73
$397K 0.22%
10,967
74
$388K 0.22%
2,920
75
$384K 0.21%
+3,000
1 2
3
4 5