HKIMG
Hutchens & Kramer Investment Management Group Portfolio holdings
AUM
$218M
This Quarter Return
-11.23%
1 Year Return
+13.24%
3 Year Return
+82.1%
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
(-25%)
Cap. Flow
-$21.9M
Cap. Flow
% of AUM
-16.17%
Top 10 Holdings %
Top 10 Hldgs %
44.32%
Holding
136
New
9
Increased
41
Reduced
48
Closed
30
Top Buys
| 1 |
Amazon
AMZN
|
$2.72M |
| 2 |
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
|
$1.63M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$1.36M |
| 4 |
Vanguard Utilities ETF
VPU
|
$1.24M |
| 5 |
LHA Market State Tactical Beta ETF
MSTB
|
$791K |
Top Sells
Sector Composition
| 1 | Healthcare | 18.05% |
| 2 | Technology | 11.93% |
| 3 | Consumer Discretionary | 5.73% |
| 4 | Financials | 5.5% |
| 5 | Consumer Staples | 3.81% |
