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
$122M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$1.98M
3
+$878K
4
MSFT icon
Microsoft
MSFT
+$805K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$694K

Top Sells

1
+$5.34M
2
+$3.68M
3
+$2.41M
4
VTV icon
Vanguard Value ETF
VTV
+$2.1M
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$1.63M

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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114
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