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
$169M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.14M
3
+$1.09M
4
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.07M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$1.01M

Top Sells

1
+$1.01M
2
+$939K
3
+$916K
4
ABT icon
Abbott
ABT
+$774K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$572K

Sector Composition

1 Healthcare 22.42%
2 Technology 11.07%
3 Financials 3.13%
4 Consumer Discretionary 3%
5 Consumer Staples 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$356K 0.21%
6,263
+1,905
77
$349K 0.21%
5,856
-3
78
$348K 0.21%
+3,803
79
$341K 0.2%
555
+71
80
$341K 0.2%
2,663
+209
81
$337K 0.2%
467
+23
82
$336K 0.2%
1,690
+91
83
$335K 0.2%
1,547
84
$333K 0.2%
4,411
+2
85
$333K 0.2%
2,578
-171
86
$331K 0.2%
3,602
+507
87
$330K 0.2%
2,118
-54
88
$330K 0.2%
1,825
+73
89
$329K 0.19%
3,350
+430
90
$318K 0.19%
805
+162
91
$314K 0.19%
12,463
+1,977
92
$313K 0.19%
+5,444
93
$312K 0.18%
2,714
-53
94
$306K 0.18%
2,669
-2,373
95
$306K 0.18%
13,653
+1,125
96
$305K 0.18%
1,689
+114
97
$303K 0.18%
+8,692
98
$301K 0.18%
9,362
-1,268
99
$300K 0.18%
+297
100
$293K 0.17%
5,077
-310
2 3
4
5 6