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
$181M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.05M
3
+$1.05M
4
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$997K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$644K

Top Sells

1
+$1.57M
2
+$1.16M
3
+$682K
4
SRCL
Stericycle Inc
SRCL
+$475K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$333K

Sector Composition

1 Healthcare 24.33%
2 Technology 11.43%
3 Financials 2.92%
4 Consumer Discretionary 2.51%
5 Consumer Staples 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$760K 0.42%
3,468
-240
52
$734K 0.41%
14,016
-2,382
53
$705K 0.39%
22,071
-65
54
$697K 0.38%
3,221
-26
55
$649K 0.36%
2,702
-32
56
$611K 0.34%
9,043
+18
57
$608K 0.34%
1,115
-34
58
$569K 0.31%
3,392
-61
59
$542K 0.3%
3,563
+465
60
$538K 0.3%
3,545
61
$534K 0.29%
2,919
+329
62
$526K 0.29%
1,192
+38
63
$506K 0.28%
5,620
+402
64
$444K 0.24%
12,579
-2,068
65
$436K 0.24%
+1,853
66
$435K 0.24%
+8,106
67
$419K 0.23%
6,117
-19
68
$414K 0.23%
615
+60
69
$413K 0.23%
16,248
-332
70
$412K 0.23%
17,890
+6,353
71
$405K 0.22%
10,731
+26
72
$404K 0.22%
4,444
+641
73
$399K 0.22%
7,479
-4,105
74
$396K 0.22%
+703
75
$389K 0.21%
7,418
-627
1 2
3
4 5