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
$180M
AUM Growth
-$869K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$7.04M
3
+$3.57M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.65M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$1.48M

Top Sells

1
+$26.7M
2
+$6.03M
3
+$1.05M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.05M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.05M

Sector Composition

1 Healthcare 8.82%
2 Technology 8.41%
3 Financials 3.16%
4 Consumer Staples 2.77%
5 Consumer Discretionary 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$327K 0.18%
2,748
+280
102
$327K 0.18%
560
-94
103
$324K 0.18%
312
+12
104
$314K 0.17%
9,454
+46
105
$312K 0.17%
2,497
-25
106
$307K 0.17%
+4,286
107
$307K 0.17%
12,061
-417
108
$306K 0.17%
5,340
+312
109
$300K 0.17%
398
+35
110
$298K 0.17%
1,764
+65
111
$282K 0.16%
+465
112
$281K 0.16%
8,062
113
$275K 0.15%
9,556
-392
114
$274K 0.15%
1,388
+466
115
$273K 0.15%
1,918
+184
116
$273K 0.15%
7,444
-5,135
117
$272K 0.15%
1,603
+103
118
$265K 0.15%
753
+76
119
$265K 0.15%
7,092
-629
120
$265K 0.15%
9,602
-334
121
$265K 0.15%
546
-245
122
$264K 0.15%
12,934
+378
123
$263K 0.15%
1,225
+9
124
$262K 0.15%
1,443
-251
125
$259K 0.14%
1,745
+51
3 4
5
6 7