HKIMG

Hutchens & Kramer Investment Management Group Portfolio holdings

AUM $317M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$4.93M
3
+$2.98M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.74M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$2.46M

Top Sells

1
+$495K
2
+$444K
3
+$411K
4
AMT icon
American Tower
AMT
+$395K
5
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$373K

Sector Composition

1 Technology 7.67%
2 Healthcare 4.09%
3 Financials 2.47%
4 Industrials 2.39%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$514K 0.2%
1,125
+96
77
$509K 0.2%
2,000
-294
78
$504K 0.2%
544
-6
79
$490K 0.19%
2,546
-1,897
80
$489K 0.19%
980
+136
81
$475K 0.19%
12,558
-368
82
$465K 0.18%
2,010
+38
83
$449K 0.18%
1,390
-279
84
$447K 0.18%
1,558
+11
85
$429K 0.17%
661
+218
86
$422K 0.17%
884
-34
87
$414K 0.16%
2,831
-296
88
$413K 0.16%
4,012
+1,150
89
$403K 0.16%
+1,961
90
$401K 0.16%
2,318
+85
91
$397K 0.16%
2,724
+72
92
$392K 0.15%
8,382
-279
93
$391K 0.15%
261
+18
94
$384K 0.15%
3,979
+785
95
$382K 0.15%
1,395
+14
96
$382K 0.15%
354
-33
97
$374K 0.15%
16,059
-295
98
$368K 0.14%
13,980
99
$367K 0.14%
1,787
+327
100
$363K 0.14%
11,367
-3,408
2 3
4
5 6