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
$181M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.05M
3
+$1.05M
4
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$997K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$644K

Top Sells

1
+$1.57M
2
+$1.16M
3
+$682K
4
SRCL
Stericycle Inc
SRCL
+$475K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$333K

Sector Composition

1 Healthcare 24.33%
2 Technology 11.43%
3 Financials 2.92%
4 Consumer Discretionary 2.51%
5 Consumer Staples 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$383K 0.21%
453
-14
77
$380K 0.21%
3,651
+49
78
$380K 0.21%
3,391
+728
79
$375K 0.21%
6,341
+897
80
$375K 0.21%
6,352
+89
81
$373K 0.21%
666
-104
82
$367K 0.2%
17,445
+7,109
83
$367K 0.2%
3,000
84
$355K 0.2%
237
-50
85
$348K 0.19%
2,378
-167
86
$348K 0.19%
1,693
+3
87
$345K 0.19%
791
-14
88
$344K 0.19%
5,856
89
$335K 0.19%
1,250
-2
90
$333K 0.18%
1,011
-44
91
$332K 0.18%
+5,180
92
$331K 0.18%
13,360
+897
93
$330K 0.18%
6,276
+2,192
94
$324K 0.18%
654
-431
95
$316K 0.17%
2,980
-370
96
$316K 0.17%
2,077
+54
97
$316K 0.17%
825
+257
98
$314K 0.17%
1,547
99
$311K 0.17%
1,823
-2
100
$304K 0.17%
13,653
2 3
4
5 6