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
$116M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$3.07M
3
+$2.51M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.4M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.61M

Top Sells

1
+$7.66M
2
+$4.38M
3
+$4.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.57M
5
MSFT icon
Microsoft
MSFT
+$2.2M

Sector Composition

1 Healthcare 19.01%
2 Technology 12.76%
3 Consumer Discretionary 5%
4 Consumer Staples 4.52%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$551K 0.48%
8,887
-1,766
52
$538K 0.47%
4,809
-196
53
$508K 0.44%
+20,661
54
$479K 0.41%
11,857
-12,596
55
$473K 0.41%
1,157
-594
56
$473K 0.41%
4,548
-1,014
57
$446K 0.39%
3,572
-205
58
$431K 0.37%
17,160
+1,912
59
$397K 0.34%
+16,808
60
$384K 0.33%
2,737
-2,751
61
$379K 0.33%
803
-280
62
$377K 0.33%
+17,544
63
$355K 0.31%
1,801
-1,800
64
$351K 0.3%
+20,044
65
$337K 0.29%
3,729
-4,977
66
$332K 0.29%
6,292
-280
67
$331K 0.29%
+6,055
68
$327K 0.28%
10,471
+32
69
$318K 0.27%
2,051
+163
70
$316K 0.27%
2,000
71
$315K 0.27%
3,206
+479
72
$315K 0.27%
6,411
+1,155
73
$314K 0.27%
1,482
-355
74
$313K 0.27%
+2,748
75
$311K 0.27%
+4,284
1 2
3
4 5