HKIMG
Hutchens & Kramer Investment Management Group Portfolio holdings
AUM
$218M
This Quarter Return
+10.49%
1 Year Return
+13.24%
3 Year Return
+82.1%
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(+13%)
Cap. Flow
+$3.51M
Cap. Flow
% of AUM
2.47%
Top 10 Holdings %
Top 10 Hldgs %
50.81%
Holding
144
New
30
Increased
23
Reduced
70
Closed
15
Top Buys
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.14M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
$498K |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
$455K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$321K |
| 5 |
Johnson & Johnson
JNJ
|
$305K |
Sector Composition
| 1 | Healthcare | 21.86% |
| 2 | Technology | 11.31% |
| 3 | Consumer Staples | 3.55% |
| 4 | Consumer Discretionary | 3.41% |
| 5 | Financials | 3.4% |
