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
$169M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.14M
3
+$1.09M
4
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.07M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$1.01M

Top Sells

1
+$1.01M
2
+$939K
3
+$916K
4
ABT icon
Abbott
ABT
+$774K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$572K

Sector Composition

1 Healthcare 22.42%
2 Technology 11.07%
3 Financials 3.13%
4 Consumer Discretionary 3%
5 Consumer Staples 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$707K 0.42%
4,235
-249
52
$696K 0.41%
22,136
-3,770
53
$682K 0.4%
7,364
+239
54
$679K 0.4%
2,734
-172
55
$626K 0.37%
11,584
+3,056
56
$611K 0.36%
9,025
+707
57
$600K 0.35%
3,453
+961
58
$600K 0.35%
1,149
-25
59
$551K 0.33%
1,154
+465
60
$548K 0.32%
3,545
-101
61
$531K 0.31%
1,085
+152
62
$518K 0.31%
14,647
-10,554
63
$483K 0.29%
6,136
-377
64
$475K 0.28%
9,122
-285
65
$474K 0.28%
5,218
+3,042
66
$424K 0.25%
+8,045
67
$420K 0.25%
+3,098
68
$403K 0.24%
2,590
-16
69
$393K 0.23%
3,000
70
$391K 0.23%
2,545
+95
71
$389K 0.23%
10,705
-4,344
72
$387K 0.23%
770
+34
73
$385K 0.23%
16,580
-120
74
$384K 0.23%
1,055
+194
75
$360K 0.21%
+287
1 2
3
4 5