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
$125M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.27M
3
+$1.12M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.09M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.06M

Top Sells

1
+$3.09M
2
+$3.07M
3
+$1.55M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.54M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$644K

Sector Composition

1 Healthcare 21.78%
2 Technology 12.61%
3 Consumer Staples 4.3%
4 Consumer Discretionary 4.11%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$542K 0.43%
1,223
+66
52
$525K 0.42%
5,388
+1,659
53
$519K 0.41%
11,167
-2,102
54
$514K 0.41%
3,658
-368
55
$513K 0.41%
4,239
-309
56
$483K 0.39%
11,863
+6
57
$440K 0.35%
1,533
+51
58
$434K 0.35%
3,539
-33
59
$408K 0.33%
16,063
-4,598
60
$404K 0.32%
827
+43
61
$393K 0.31%
2,640
-97
62
$383K 0.31%
796
-7
63
$373K 0.3%
1,801
64
$367K 0.29%
17,034
-510
65
$360K 0.29%
8,520
+260
66
$359K 0.29%
6,855
+444
67
$346K 0.28%
6,221
-71
68
$344K 0.28%
7,572
+864
69
$338K 0.27%
6,110
+55
70
$330K 0.26%
2,860
-1,949
71
$328K 0.26%
2,882
-324
72
$325K 0.26%
10,519
+48
73
$325K 0.26%
953
+11
74
$319K 0.25%
17,008
+2,088
75
$318K 0.25%
1,924
-127
1 2
3
4 5