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
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$4.12M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$2.41M
5
BX icon
Blackstone
BX
+$384K

Top Sells

1
+$6.75M
2
+$5.95M
3
+$1.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.35M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$423K

Sector Composition

1 Healthcare 13.92%
2 Technology 11.6%
3 Consumer Discretionary 5.87%
4 Financials 5.12%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$255K 0.14%
4,887
102
$252K 0.14%
6,676
+266
103
$249K 0.14%
1,000
104
$249K 0.14%
+2,898
105
$242K 0.13%
669
106
$239K 0.13%
1,006
-6
107
$238K 0.13%
1,932
108
$233K 0.13%
+661
109
$233K 0.13%
4,626
110
$229K 0.13%
6,548
111
$228K 0.13%
2,997
112
$225K 0.12%
552
113
$220K 0.12%
2,652
114
$216K 0.12%
4,932
115
$214K 0.12%
512
116
$213K 0.12%
2,508
117
$213K 0.12%
8,586
118
$213K 0.12%
1,956
119
$212K 0.12%
1,278
120
$210K 0.12%
382
-12
121
$210K 0.12%
3,560
122
$206K 0.11%
+3,277
123
$204K 0.11%
+2,872
124
$202K 0.11%
1,452
125
$177K 0.1%
+6,266
2 3 4
5
6