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
$180M
AUM Growth
-$869K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$7.04M
3
+$3.57M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.65M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$1.48M

Top Sells

1
+$26.7M
2
+$6.03M
3
+$1.05M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.05M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.05M

Sector Composition

1 Healthcare 8.82%
2 Technology 8.41%
3 Financials 3.16%
4 Consumer Staples 2.77%
5 Consumer Discretionary 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$428K 0.24%
+5,164
77
$422K 0.23%
+4,432
78
$419K 0.23%
2,473
+95
79
$406K 0.23%
462
+9
80
$404K 0.22%
3,135
+676
81
$403K 0.22%
1,588
-265
82
$394K 0.22%
6,396
+44
83
$393K 0.22%
205
-32
84
$390K 0.22%
888
+63
85
$384K 0.21%
1,949
+126
86
$379K 0.21%
6,888
-530
87
$375K 0.21%
14,612
-1,636
88
$373K 0.21%
1,387
+137
89
$369K 0.21%
+6,945
90
$366K 0.2%
414
+58
91
$362K 0.2%
2,258
+181
92
$359K 0.2%
6,210
-1,896
93
$356K 0.2%
12,630
+2,226
94
$355K 0.2%
2,846
-545
95
$348K 0.19%
1,682
-11
96
$348K 0.19%
+13,637
97
$339K 0.19%
1,547
98
$336K 0.19%
5,589
-267
99
$335K 0.19%
3,404
+423
100
$333K 0.18%
13,980
+327
2 3
4
5 6