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
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.4M
3
+$9.12M
4
SSO icon
ProShares Ultra S&P500
SSO
+$6.72M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.92M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.5%
2 Technology 11.7%
3 Consumer Discretionary 6.77%
4 Financials 5.5%
5 Consumer Staples 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$335K 0.21%
+9,664
77
$333K 0.21%
+3,020
78
$326K 0.21%
+1,747
79
$318K 0.2%
+6,306
80
$306K 0.19%
+6,336
81
$305K 0.19%
+1,398
82
$305K 0.19%
+1,741
83
$298K 0.19%
+6,791
84
$295K 0.19%
+7,302
85
$286K 0.18%
+1,815
86
$283K 0.18%
+2,105
87
$280K 0.18%
+3,021
88
$272K 0.17%
+2,000
89
$269K 0.17%
+1,759
90
$268K 0.17%
+1,911
91
$263K 0.17%
+3,430
92
$259K 0.16%
+4,625
93
$253K 0.16%
+453
94
$252K 0.16%
+1,800
95
$249K 0.16%
+4,887
96
$247K 0.16%
+1,012
97
$244K 0.15%
+8,062
98
$238K 0.15%
+1,000
99
$238K 0.15%
+6,410
100
$234K 0.15%
+1,452
1 2 3
4
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