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
$122M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$1.98M
3
+$878K
4
MSFT icon
Microsoft
MSFT
+$805K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$694K

Top Sells

1
+$5.34M
2
+$3.68M
3
+$2.41M
4
VTV icon
Vanguard Value ETF
VTV
+$2.1M
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$1.63M

Sector Composition

1 Healthcare 20.04%
2 Technology 13.89%
3 Consumer Discretionary 7.15%
4 Financials 6.68%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$451K 0.37%
4,954
+204
52
$428K 0.35%
4,343
+663
53
$427K 0.35%
9,328
-646
54
$420K 0.34%
3,935
+498
55
$416K 0.34%
8,736
-1,034
56
$403K 0.33%
3,865
+1,964
57
$374K 0.31%
8,374
+1,058
58
$348K 0.28%
+6,956
59
$336K 0.27%
10,533
+35
60
$334K 0.27%
1,479
-195
61
$299K 0.24%
11,313
-1,360
62
$295K 0.24%
1,003
-36
63
$293K 0.24%
20,548
-5,008
64
$290K 0.24%
6,549
-68
65
$288K 0.24%
12,564
+4,226
66
$282K 0.23%
+994
67
$277K 0.23%
1,697
-178
68
$266K 0.22%
931
-74
69
$266K 0.22%
2,052
+52
70
$264K 0.22%
3,058
+58
71
$258K 0.21%
1,734
-12
72
$255K 0.21%
1,317
+32
73
$246K 0.2%
1,834
-4,959
74
$243K 0.2%
2,854
+83
75
$243K 0.2%
3,582
+208
1 2
3
4 5