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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
$136M
AUM Growth
-$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.36M
3
+$1.25M
4
MSTB icon
LHA Market State Tactical Beta ETF
MSTB
+$863K
5
BCD icon
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
+$846K

Top Sells

1
+$8.12M
2
+$4.12M
3
+$4.09M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.73M
5
BCM
iPath Pure Beta Broad Commodity ETN
BCM
+$1.5M

Sector Composition

1 Healthcare 18.05%
2 Technology 11.93%
3 Consumer Discretionary 5.73%
4 Financials 5.5%
5 Consumer Staples 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$208K 0.15%
428
-25
102
$206K 0.15%
1,582
+130
103
$205K 0.15%
1,663
-220
104
$201K 0.15%
8,338
-248
105
$4K ﹤0.01%
+211
106
– –
-2,105
107
– –
-2,652
108
– –
-2,508
109
– –
-2,997
110
– –
-6,743
111
– –
-6,010
112
– –
-1,956
113
– –
-79,514
114
– –
-1,910
115
– –
-31,600
116
– –
-10,540
117
– –
-96,630
118
– –
-32,850
119
– –
-94,164
120
– –
-156,580
121
– –
-669
122
– –
-3,560
123
– –
-4,932
124
– –
-1,006
125
– –
-4,626
2 3 4
5
6