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
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$4.12M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$2.41M
5
BX icon
Blackstone
BX
+$384K

Top Sells

1
+$6.75M
2
+$5.95M
3
+$1.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.35M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$423K

Sector Composition

1 Healthcare 13.92%
2 Technology 11.6%
3 Consumer Discretionary 5.87%
4 Financials 5.12%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$379K 0.21%
5,270
+32
77
$373K 0.21%
35,605
78
$371K 0.21%
1,215
-82
79
$366K 0.2%
7,396
80
$350K 0.19%
9,728
+64
81
$344K 0.19%
6,010
+40
82
$333K 0.18%
3,020
83
$332K 0.18%
2,421
+510
84
$323K 0.18%
1,811
+70
85
$320K 0.18%
6,306
86
$320K 0.18%
1,747
87
$310K 0.17%
6,400
+64
88
$304K 0.17%
6,777
-14
89
$300K 0.17%
7,302
90
$296K 0.16%
1,394
-4
91
$296K 0.16%
3,021
92
$286K 0.16%
2,000
93
$283K 0.16%
2,105
94
$277K 0.15%
1,883
+68
95
$275K 0.15%
1,759
96
$274K 0.15%
4,625
97
$268K 0.15%
3,430
98
$261K 0.14%
453
99
$259K 0.14%
8,062
100
$257K 0.14%
1,537
2 3
4
5 6