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
$142M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.81M
3
+$896K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$776K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$519K

Top Sells

1
+$2.14M
2
+$498K
3
+$455K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$321K
5
JNJ icon
Johnson & Johnson
JNJ
+$305K

Sector Composition

1 Healthcare 21.86%
2 Technology 11.31%
3 Consumer Staples 3.55%
4 Consumer Discretionary 3.41%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$253K 0.18%
1,877
-330
102
$252K 0.18%
+2,808
103
$251K 0.18%
3,341
+127
104
$249K 0.18%
+5,237
105
$240K 0.17%
+603
106
$237K 0.17%
1,713
-324
107
$236K 0.17%
+484
108
$235K 0.17%
1,142
-189
109
$233K 0.16%
1,166
-75
110
$232K 0.16%
+8,121
111
$229K 0.16%
2,920
-1,190
112
$226K 0.16%
+4,358
113
$218K 0.15%
+2,012
114
$217K 0.15%
+643
115
$214K 0.15%
+8,062
116
$213K 0.15%
+808
117
$212K 0.15%
+4,201
118
$212K 0.15%
3,597
-140
119
$212K 0.15%
4,488
-618
120
$211K 0.15%
+1,818
121
$210K 0.15%
3,660
-534
122
$207K 0.15%
+257
123
$206K 0.15%
461
-162
124
$202K 0.14%
+493
125
$201K 0.14%
+2,176
2 3 4
5
6