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
$142M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.81M
3
+$896K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$776K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$519K

Top Sells

1
+$2.14M
2
+$498K
3
+$455K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$321K
5
JNJ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$316K 0.22%
13,904
-2,715
77
$315K 0.22%
12,214
-987
78
$314K 0.22%
+5,387
79
$312K 0.22%
+2,172
80
$312K 0.22%
12,154
-999
81
$311K 0.22%
+689
82
$301K 0.21%
+11,385
83
$299K 0.21%
4,409
-487
84
$297K 0.21%
1,000
-62
85
$293K 0.21%
444
-16
86
$291K 0.21%
+2,767
87
$285K 0.2%
2,000
88
$279K 0.2%
3,095
-480
89
$272K 0.19%
+10,486
90
$272K 0.19%
1,599
-520
91
$272K 0.19%
+1,752
92
$263K 0.19%
9,707
-5,308
93
$261K 0.18%
7,688
-1,182
94
$261K 0.18%
4,974
-1,881
95
$260K 0.18%
+10,260
96
$260K 0.18%
1,575
-291
97
$259K 0.18%
+12,528
98
$256K 0.18%
+4,536
99
$255K 0.18%
1,066
+119
100
$255K 0.18%
+861
2 3
4
5 6