HKIMG

Hutchens & Kramer Investment Management Group Portfolio holdings

AUM $290M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$2.17M
3
+$962K
4
MSFT icon
Microsoft
MSFT
+$882K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$751K

Top Sells

1
+$5.79M
2
+$4.35M
3
+$2.61M
4
VTV icon
Vanguard Value ETF
VTV
+$2.24M
5
VPU icon
Vanguard Utilities ETF
VPU
+$1.66M

Sector Composition

1 Healthcare 20.04%
2 Technology 13.89%
3 Consumer Discretionary 7.15%
4 Financials 6.68%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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