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
$180M
AUM Growth
-$869K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$7.04M
3
+$3.57M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.65M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$1.48M

Top Sells

1
+$26.7M
2
+$6.03M
3
+$1.05M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.05M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.05M

Sector Composition

1 Healthcare 8.82%
2 Technology 8.41%
3 Financials 3.16%
4 Consumer Staples 2.77%
5 Consumer Discretionary 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$716K 0.4%
24,975
+11,615
52
$712K 0.4%
7,433
+2,989
53
$700K 0.39%
2,669
-33
54
$681K 0.38%
2,641
-368
55
$662K 0.37%
3,041
-427
56
$658K 0.37%
4,442
+879
57
$654K 0.36%
9,033
-10
58
$646K 0.36%
11,889
-2,127
59
$643K 0.36%
2,737
-484
60
$637K 0.35%
10,490
+4,149
61
$636K 0.35%
1,119
+4
62
$635K 0.35%
9,780
+4,925
63
$598K 0.33%
3,524
-21
64
$560K 0.31%
1,117
-75
65
$536K 0.3%
3,208
+289
66
$525K 0.29%
957
+254
67
$516K 0.29%
3,400
+400
68
$513K 0.28%
2,851
-541
69
$510K 0.28%
+21,448
70
$456K 0.25%
3,575
-76
71
$450K 0.25%
1,710
+1,042
72
$448K 0.25%
635
+20
73
$439K 0.24%
10,542
-189
74
$438K 0.24%
1,115
+104
75
$431K 0.24%
+2,176
1 2
3
4 5