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
$169M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.14M
3
+$1.09M
4
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.07M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$1.01M

Top Sells

1
+$1.01M
2
+$939K
3
+$916K
4
ABT icon
Abbott
ABT
+$774K
5
BKLN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$292K 0.17%
10,767
-1,447
102
$291K 0.17%
1,252
+186
103
$290K 0.17%
9,707
104
$288K 0.17%
10,698
-1,456
105
$287K 0.17%
2,023
+146
106
$282K 0.17%
1,437
+271
107
$281K 0.17%
4,835
+299
108
$280K 0.17%
12,748
-1,156
109
$280K 0.17%
+1,342
110
$278K 0.16%
10,404
+144
111
$277K 0.16%
4,749
+261
112
$268K 0.16%
335
+78
113
$268K 0.16%
+11,537
114
$267K 0.16%
10,679
-6,787
115
$266K 0.16%
+1,539
116
$264K 0.16%
7,402
-286
117
$263K 0.16%
1,815
+102
118
$259K 0.15%
830
+92
119
$259K 0.15%
+364
120
$259K 0.15%
856
+48
121
$258K 0.15%
8,982
-2,728
122
$257K 0.15%
2,769
-39
123
$257K 0.15%
640
+37
124
$247K 0.15%
1,919
+101
125
$245K 0.15%
+4,250
3 4
5
6 7