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
$126M
AUM Growth
+$657K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1M
3
+$911K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$883K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$366K

Top Sells

1
+$1.06M
2
+$587K
3
+$570K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$545K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$338K

Sector Composition

1 Healthcare 23.42%
2 Technology 11.89%
3 Consumer Staples 4.1%
4 Financials 4.01%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$306K 0.24%
16,676
-332
77
$305K 0.24%
1,969
+45
78
$305K 0.24%
2,119
+2
79
$301K 0.24%
13,153
+437
80
$296K 0.24%
+1,938
81
$294K 0.23%
669
-10
82
$294K 0.23%
4,896
+241
83
$292K 0.23%
3,575
+43
84
$275K 0.22%
1,866
-21
85
$274K 0.22%
1,062
86
$273K 0.22%
2,610
-250
87
$271K 0.22%
8,870
+269
88
$263K 0.21%
460
-25
89
$261K 0.21%
2,207
-675
90
$261K 0.21%
2,000
91
$259K 0.21%
4,110
92
$251K 0.2%
+623
93
$249K 0.2%
1,051
-15
94
$247K 0.2%
3,259
-14
95
$244K 0.19%
79
-3
96
$236K 0.19%
1,331
-363
97
$233K 0.19%
2,037
-25
98
$233K 0.18%
1,241
+16
99
$227K 0.18%
3,158
+161
100
$224K 0.18%
+947
2 3
4
5 6