HKIMG
Hutchens & Kramer Investment Management Group Portfolio holdings
AUM
$218M
This Quarter Return
-4.87%
1 Year Return
+13.24%
3 Year Return
+82.1%
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
+$122M
(-9.7%)
Cap. Flow
-$6.27M
Cap. Flow
% of AUM
-5.12%
Top 10 Holdings %
Top 10 Hldgs %
50.46%
Holding
115
New
9
Increased
43
Reduced
37
Closed
23
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$11.1M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.98M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$878K |
| 4 |
Microsoft
MSFT
|
$805K |
| 5 |
Vanguard Extended Market ETF
VXF
|
$694K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$5.34M |
| 2 |
ProShares Ultra S&P500
SSO
|
$3.68M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.41M |
| 4 |
Vanguard Value ETF
VTV
|
$2.1M |
| 5 |
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
|
$1.63M |
Sector Composition
| 1 | Healthcare | 20.04% |
| 2 | Technology | 13.89% |
| 3 | Consumer Discretionary | 7.15% |
| 4 | Financials | 6.68% |
| 5 | Consumer Staples | 4.06% |
