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
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.4M
3
+$9.12M
4
SSO icon
ProShares Ultra S&P500
SSO
+$6.72M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.92M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.5%
2 Technology 11.7%
3 Consumer Discretionary 6.77%
4 Financials 5.5%
5 Consumer Staples 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.15%
+4,932
102
$232K 0.15%
+394
103
$229K 0.14%
+552
104
$226K 0.14%
+1,537
105
$222K 0.14%
+669
106
$222K 0.14%
+4,626
107
$220K 0.14%
+4,850
108
$219K 0.14%
+6,548
109
$218K 0.14%
+2,508
110
$218K 0.14%
+1,932
111
$214K 0.14%
+1,956
112
$213K 0.13%
+2,652
113
$213K 0.13%
+8,586
114
$212K 0.13%
+512
115
$207K 0.13%
+2,997
116
$204K 0.13%
+3,280
117
$203K 0.13%
+1,278
118
$200K 0.13%
+3,560
119
$117K 0.07%
+603
1 2 3 4
5