HKIMG

Hutchens & Kramer Investment Management Group Portfolio holdings

AUM $317M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$4.93M
3
+$2.98M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.74M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$2.46M

Top Sells

1
+$495K
2
+$444K
3
+$411K
4
AMT icon
American Tower
AMT
+$395K
5
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$373K

Sector Composition

1 Technology 7.67%
2 Healthcare 4.09%
3 Financials 2.47%
4 Industrials 2.39%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$359K 0.14%
3,439
-119
102
$359K 0.14%
4,928
+352
103
$349K 0.14%
8,062
104
$344K 0.14%
3,611
+401
105
$341K 0.13%
1,342
+226
106
$334K 0.13%
12,235
+9
107
$333K 0.13%
362
+64
108
$326K 0.13%
2,431
+1
109
$325K 0.13%
1,049
-16
110
$324K 0.13%
2,826
-86
111
$318K 0.13%
4,510
+675
112
$316K 0.12%
6,394
+256
113
$315K 0.12%
537
-320
114
$311K 0.12%
1,657
-194
115
$309K 0.12%
1,643
+287
116
$306K 0.12%
321
+58
117
$305K 0.12%
1,406
+73
118
$305K 0.12%
5,836
+149
119
$302K 0.12%
3,822
+164
120
$298K 0.12%
+642
121
$288K 0.11%
+1,024
122
$286K 0.11%
1,116
-165
123
$286K 0.11%
1,012
-17
124
$283K 0.11%
562
125
$276K 0.11%
2,738
+39
3 4
5
6 7