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
$125M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.27M
3
+$1.12M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.09M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.06M

Top Sells

1
+$3.09M
2
+$3.07M
3
+$1.55M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.54M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$644K

Sector Composition

1 Healthcare 21.78%
2 Technology 12.61%
3 Consumer Staples 4.3%
4 Consumer Discretionary 4.11%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$318K 0.25%
2,000
77
$317K 0.25%
1,062
+62
78
$311K 0.25%
12,716
+2,583
79
$308K 0.25%
2,117
+95
80
$305K 0.24%
1,887
-18
81
$302K 0.24%
12,783
+2,612
82
$302K 0.24%
679
+4
83
$300K 0.24%
2,504
+172
84
$295K 0.24%
2,255
-493
85
$292K 0.23%
764
+4
86
$290K 0.23%
4,655
-942
87
$286K 0.23%
3,532
-569
88
$281K 0.22%
1,694
+7
89
$280K 0.22%
8,601
-321
90
$279K 0.22%
3,000
91
$278K 0.22%
4,650
+415
92
$274K 0.22%
+5,556
93
$270K 0.22%
+5,510
94
$264K 0.21%
4,110
-490
95
$261K 0.21%
485
+65
96
$250K 0.2%
3,273
+49
97
$250K 0.2%
1,066
-193
98
$238K 0.19%
441
+3
99
$235K 0.19%
4,877
-935
100
$233K 0.19%
+2,535
2 3
4
5 6