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
$184M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.99M
3
+$1.23M
4
LLY icon
Eli Lilly
LLY
+$946K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$903K

Top Sells

1
+$912K
2
+$836K
3
+$662K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$394K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$337K

Sector Composition

1 Technology 8.48%
2 Healthcare 8.17%
3 Financials 3.39%
4 Consumer Staples 2.6%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$313K 0.17%
805
+267
102
$313K 0.17%
958
+51
103
$311K 0.17%
5,218
-371
104
$311K 0.17%
+1,501
105
$297K 0.16%
2,806
-40
106
$296K 0.16%
8,062
107
$295K 0.16%
9,369
-85
108
$289K 0.16%
1,602
-162
109
$288K 0.16%
273
-39
110
$288K 0.16%
5,468
-1,420
111
$281K 0.15%
800
+47
112
$278K 0.15%
1,230
+5
113
$271K 0.15%
520
-26
114
$266K 0.14%
7,367
-77
115
$260K 0.14%
11,192
-869
116
$260K 0.14%
513
-47
117
$259K 0.14%
411
+13
118
$257K 0.14%
1,480
-4
119
$255K 0.14%
562
120
$251K 0.14%
1,323
-120
121
$249K 0.13%
408
122
$248K 0.13%
557
+51
123
$246K 0.13%
1,876
-42
124
$243K 0.13%
1,436
+207
125
$242K 0.13%
+523
3 4
5
6 7