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
$184M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.99M
3
+$1.23M
4
LLY icon
Eli Lilly
LLY
+$946K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$903K

Top Sells

1
+$912K
2
+$836K
3
+$662K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$394K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$337K

Sector Composition

1 Technology 8.48%
2 Healthcare 8.17%
3 Financials 3.39%
4 Consumer Staples 2.6%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$691K 0.38%
7,534
+101
52
$689K 0.37%
4,320
-122
53
$679K 0.37%
26,603
+1,628
54
$662K 0.36%
3,370
-331
55
$654K 0.35%
11,787
+1,297
56
$652K 0.35%
2,712
-25
57
$637K 0.35%
10,831
+1,051
58
$635K 0.34%
11,559
-2,307
59
$631K 0.34%
3,874
-398
60
$614K 0.33%
11,726
-163
61
$603K 0.33%
9,110
+77
62
$598K 0.32%
652
+190
63
$586K 0.32%
3,400
64
$570K 0.31%
3,450
-74
65
$547K 0.3%
614
-21
66
$542K 0.29%
23,884
+2,436
67
$523K 0.28%
2,755
-96
68
$515K 0.28%
2,330
-311
69
$507K 0.28%
2,410
+234
70
$505K 0.27%
5,638
+474
71
$499K 0.27%
4,835
+403
72
$458K 0.25%
1,524
-186
73
$457K 0.25%
1,905
+223
74
$453K 0.25%
872
-85
75
$446K 0.24%
3,535
-40
1 2
3
4 5