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
$142M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.81M
3
+$896K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$776K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$519K

Top Sells

1
+$2.14M
2
+$498K
3
+$455K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$321K
5
JNJ icon
Johnson & Johnson
JNJ
+$305K

Sector Composition

1 Healthcare 21.86%
2 Technology 11.31%
3 Consumer Staples 3.55%
4 Consumer Discretionary 3.41%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$584K 0.41%
6,513
-324
52
$558K 0.39%
1,174
-31
53
$540K 0.38%
8,318
+207
54
$533K 0.38%
15,049
-737
55
$529K 0.37%
5,042
+177
56
$529K 0.37%
3,646
-12
57
$494K 0.35%
12,031
-666
58
$491K 0.35%
933
+160
59
$466K 0.33%
9,407
-1,246
60
$444K 0.31%
8,528
-548
61
$443K 0.31%
9,625
+119
62
$439K 0.31%
736
-122
63
$439K 0.31%
17,466
-4,221
64
$429K 0.3%
+10,153
65
$410K 0.29%
2,492
-264
66
$393K 0.28%
3,000
67
$372K 0.26%
2,749
-350
68
$364K 0.26%
2,606
+99
69
$352K 0.25%
1,547
70
$351K 0.25%
5,859
-328
71
$349K 0.25%
2,450
-160
72
$346K 0.24%
16,700
+24
73
$337K 0.24%
+11,710
74
$332K 0.23%
10,630
+68
75
$327K 0.23%
2,454
-580
1 2
3
4 5