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
$184M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.99M
3
+$1.23M
4
LLY icon
Eli Lilly
LLY
+$946K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$903K

Top Sells

1
+$912K
2
+$836K
3
+$662K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$394K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$337K

Sector Composition

1 Technology 8.48%
2 Healthcare 8.17%
3 Financials 3.39%
4 Consumer Staples 2.6%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$439K 0.24%
2,473
+524
77
$419K 0.23%
+4,587
78
$417K 0.23%
2,420
-53
79
$409K 0.22%
882
-6
80
$407K 0.22%
14,613
+1
81
$379K 0.21%
7,287
+342
82
$378K 0.21%
190
-15
83
$378K 0.21%
9,854
-688
84
$375K 0.2%
2,804
-331
85
$369K 0.2%
2,079
-179
86
$361K 0.2%
13,228
+598
87
$357K 0.19%
379
-35
88
$357K 0.19%
1,541
+134
89
$356K 0.19%
+4,928
90
$355K 0.19%
1,547
91
$353K 0.19%
973
-142
92
$347K 0.19%
1,038
+125
93
$340K 0.18%
1,449
-139
94
$336K 0.18%
2,608
+111
95
$334K 0.18%
689
-428
96
$334K 0.18%
6,387
+177
97
$331K 0.18%
13,980
98
$324K 0.18%
13,322
-315
99
$316K 0.17%
3,624
+220
100
$314K 0.17%
5,359
+19
2 3
4
5 6