HKIMG
Hutchens & Kramer Investment Management Group Portfolio holdings
AUM
$218M
This Quarter Return
+13.24%
1 Year Return
+13.24%
3 Year Return
+82.1%
5 Year Return
–
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(+19%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
7.09%
Top 10 Holdings %
Top 10 Hldgs %
50.67%
Holding
159
New
30
Increased
63
Reduced
51
Closed
10
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.29M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.14M |
| 3 |
Dimensional US Core Equity 1 ETF
DCOR
|
$1.09M |
| 4 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
$1.07M |
| 5 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$1.01M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$1.01M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$939K |
| 3 |
Eli Lilly
LLY
|
$916K |
| 4 |
Abbott
ABT
|
$774K |
| 5 |
Invesco Senior Loan ETF
BKLN
|
$572K |
Sector Composition
| 1 | Healthcare | 22.42% |
| 2 | Technology | 11.07% |
| 3 | Financials | 3.13% |
| 4 | Consumer Discretionary | 3% |
| 5 | Consumer Staples | 2.61% |
