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
$126M
AUM Growth
+$657K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1M
3
+$911K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$883K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$366K

Top Sells

1
+$1.06M
2
+$587K
3
+$570K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$545K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$338K

Sector Composition

1 Healthcare 23.42%
2 Technology 11.89%
3 Consumer Staples 4.1%
4 Financials 4.01%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$496K 0.39%
12,697
+834
52
$484K 0.38%
3,658
53
$480K 0.38%
8,111
-993
54
$470K 0.37%
1,532
-1
55
$464K 0.37%
10,653
-514
56
$456K 0.36%
4,865
-523
57
$447K 0.36%
858
+31
58
$437K 0.35%
9,076
+3,566
59
$412K 0.33%
9,506
+1,934
60
$411K 0.33%
3,099
-139
61
$398K 0.32%
773
-23
62
$390K 0.31%
2,756
+116
63
$369K 0.29%
8,250
-270
64
$369K 0.29%
15,015
-1,048
65
$366K 0.29%
+6,695
66
$366K 0.29%
6,855
67
$336K 0.27%
2,507
+3
68
$332K 0.26%
3,034
-505
69
$332K 0.26%
954
+1
70
$321K 0.26%
3,000
71
$320K 0.25%
6,187
-34
72
$319K 0.25%
16,619
-415
73
$313K 0.25%
10,562
+43
74
$309K 0.25%
1,547
-254
75
$308K 0.25%
13,201
+418
1 2
3
4 5