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
$136M
AUM Growth
-$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.36M
3
+$1.24M
4
MSTB icon
LHA Market State Tactical Beta ETF
MSTB
+$791K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$770K

Top Sells

1
+$8.12M
2
+$4.12M
3
+$4.09M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.73M
5
BCM
iPath Pure Beta Broad Commodity ETN
BCM
+$1.5M

Sector Composition

1 Healthcare 18.05%
2 Technology 11.93%
3 Consumer Discretionary 5.73%
4 Financials 5.5%
5 Consumer Staples 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$330K 0.24%
1,039
-134
77
$306K 0.23%
6,617
-160
78
$303K 0.22%
1,674
-73
79
$288K 0.21%
2,000
80
$281K 0.21%
19,340
-370
81
$278K 0.2%
3,000
82
$265K 0.2%
1,285
+70
83
$260K 0.19%
4,627
+2
84
$256K 0.19%
1,746
-13
85
$253K 0.19%
5,800
-506
86
$253K 0.19%
1,000
87
$253K 0.19%
4,890
+3
88
$252K 0.19%
3,310
+412
89
$246K 0.18%
2,961
-60
90
$244K 0.18%
1,449
+55
91
$242K 0.18%
8,062
92
$240K 0.18%
3,374
-56
93
$235K 0.17%
10,509
+4,243
94
$228K 0.17%
1,901
+623
95
$226K 0.17%
6,316
-986
96
$224K 0.17%
2,332
-89
97
$216K 0.16%
3,076
+204
98
$215K 0.16%
2,771
-149
99
$211K 0.16%
3,277
100
$211K 0.16%
615
+63
2 3
4
5 6