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
$116M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$3.07M
3
+$2.51M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.4M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.61M

Top Sells

1
+$7.66M
2
+$4.38M
3
+$4.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.57M
5
MSFT icon
Microsoft
MSFT
+$2.2M

Sector Composition

1 Healthcare 19.01%
2 Technology 12.76%
3 Consumer Discretionary 5%
4 Consumer Staples 4.52%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$310K 0.27%
675
+258
77
$310K 0.27%
+5,597
78
$310K 0.27%
6,708
-4,508
79
$302K 0.26%
784
-108
80
$294K 0.25%
4,101
-545
81
$291K 0.25%
942
+198
82
$287K 0.25%
8,922
-2,430
83
$282K 0.24%
5,812
-2,941
84
$281K 0.24%
951
+106
85
$280K 0.24%
1,000
-69
86
$277K 0.24%
1,905
+191
87
$268K 0.23%
4,235
+432
88
$266K 0.23%
881
-116
89
$265K 0.23%
+1,259
90
$264K 0.23%
3,000
91
$263K 0.23%
2,022
+444
92
$263K 0.23%
+760
93
$252K 0.22%
4,064
+209
94
$247K 0.21%
1,687
+16
95
$245K 0.21%
+10,133
96
$244K 0.21%
+4,600
97
$243K 0.21%
14,920
-3,884
98
$242K 0.21%
+10,171
99
$242K 0.21%
2,332
-1,178
100
$233K 0.2%
9,015
-18,503
2 3
4
5 6