HKIMG
Hutchens & Kramer Investment Management Group Portfolio holdings
AUM
$218M
This Quarter Return
+8.93%
1 Year Return
+13.24%
3 Year Return
+82.1%
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
(+11%)
Cap. Flow
+$6.95M
Cap. Flow
% of AUM
5.1%
Top 10 Holdings %
Top 10 Hldgs %
44.78%
Holding
117
New
25
Increased
25
Reduced
56
Closed
9
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$12.9M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.16M |
| 3 |
Abbott
ABT
|
$602K |
| 4 |
Vanguard Utilities ETF
VPU
|
$337K |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$288K |
Sector Composition
| 1 | Healthcare | 20.35% |
| 2 | Technology | 12.1% |
| 3 | Financials | 6.76% |
| 4 | Consumer Discretionary | 6.32% |
| 5 | Consumer Staples | 4.37% |
