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
$181M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.05M
3
+$1.05M
4
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$997K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$644K

Top Sells

1
+$1.57M
2
+$1.16M
3
+$682K
4
SRCL
Stericycle Inc
SRCL
+$475K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$333K

Sector Composition

1 Healthcare 24.33%
2 Technology 11.43%
3 Financials 2.92%
4 Consumer Discretionary 2.51%
5 Consumer Staples 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$302K 0.17%
2,522
-147
102
$300K 0.17%
363
-1
103
$297K 0.16%
4,855
+20
104
$294K 0.16%
9,408
+46
105
$293K 0.16%
5,076
-1
106
$281K 0.16%
1,699
+10
107
$274K 0.15%
1,368
-14
108
$273K 0.15%
12,478
-270
109
$273K 0.15%
813
+218
110
$271K 0.15%
7,721
+319
111
$270K 0.15%
356
+21
112
$269K 0.15%
300
+3
113
$268K 0.15%
10,404
114
$268K 0.15%
9,948
-819
115
$268K 0.15%
2,981
+605
116
$265K 0.15%
5,028
+279
117
$264K 0.15%
1,694
+27
118
$262K 0.14%
9,936
-762
119
$259K 0.14%
2,459
-119
120
$248K 0.14%
+880
121
$246K 0.14%
1,694
-121
122
$243K 0.13%
2,724
-45
123
$241K 0.13%
12,556
+2,096
124
$241K 0.13%
1,526
-13
125
$239K 0.13%
1,216
+23
3 4
5
6 7