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
$125M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.27M
3
+$1.12M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.09M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.06M

Top Sells

1
+$3.09M
2
+$3.07M
3
+$1.55M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.54M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$644K

Sector Composition

1 Healthcare 21.78%
2 Technology 12.61%
3 Consumer Staples 4.3%
4 Consumer Discretionary 4.11%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$231K 0.18%
+477
102
$231K 0.18%
2,062
+20
103
$229K 0.18%
3,795
-269
104
$223K 0.18%
+2,997
105
$222K 0.18%
1,869
+103
106
$222K 0.18%
6,449
-402
107
$222K 0.18%
1,225
+19
108
$221K 0.18%
82
+4
109
$220K 0.18%
8,062
110
$220K 0.18%
1,012
+4
111
$213K 0.17%
+968
112
$212K 0.17%
+621
113
$210K 0.17%
5,653
-276
114
$208K 0.17%
+1,907
115
$207K 0.17%
2,193
-490
116
$202K 0.16%
+6,066
117
$182K 0.15%
23,226
118
$101K 0.08%
2,289
119
$33.4K 0.03%
515
+7
120
$14.1K 0.01%
656
121
– –
-15,573
122
– –
-20,044
123
– –
-2,216
124
– –
-951
125
– –
-88,823
2 3 4
5
6