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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
$317M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$6.05M
2
+$5.27M
3
+$3.67M
4
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$3.33M
5
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$3.15M

Top Sells

1
+$1.04M
2
+$1.03M
3
+$749K
4
COO icon
Cooper Companies
COO
+$686K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$677K

Sector Composition

1 Technology 4.6%
2 Healthcare 2.27%
3 Financials 1.44%
4 Consumer Discretionary 1.3%
5 Communication Services 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
126
Coca-Cola
KO
$360B
$255K 0.08%
3,359
CL icon
127
Colgate-Palmolive
CL
$71.5B
$252K 0.08%
+2,952
QCOM icon
128
Qualcomm
QCOM
$201B
$252K 0.08%
+1,953
ESGU icon
129
iShares ESG Aware MSCI USA ETF
ESGU
$17B
$249K 0.08%
1,759
-13
IAGG icon
130
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$248K 0.08%
4,950
+196
IAU icon
131
iShares Gold Trust
IAU
$64B
$243K 0.08%
2,759
-1,735
IBM icon
132
IBM
IBM
$258B
$240K 0.08%
991
AJG icon
133
Arthur J. Gallagher & Co
AJG
$57.1B
$237K 0.08%
1,096
+33
IYW icon
134
iShares US Technology ETF
IYW
$23.5B
$236K 0.07%
1,300
-3
COR icon
135
Cencora
COR
$55B
$234K 0.07%
+746
BOXX icon
136
Alpha Architect 1-3 Month Box ETF
BOXX
$12.3B
$233K 0.07%
2,000
ISRG icon
137
Intuitive Surgical
ISRG
$148B
$231K 0.07%
502
-47
RTX icon
138
RTX Corp
RTX
$242B
$221K 0.07%
1,147
-119
VYMI icon
139
Vanguard International High Dividend Yield ETF
VYMI
$19.3B
$217K 0.07%
+2,303
ADP icon
140
Automatic Data Processing
ADP
$92.7B
$216K 0.07%
1,065
-2,070
ABBV icon
141
AbbVie
ABBV
$399B
$213K 0.07%
979
-1,029
CVX icon
142
Chevron
CVX
$383B
$211K 0.07%
+1,018
TPR icon
143
Tapestry
TPR
$28.5B
$210K 0.07%
+1,488
XOM icon
144
Exxon Mobil
XOM
$631B
$209K 0.07%
+1,234
XT icon
145
iShares Future Exponential Technologies ETF
XT
$3.79B
$207K 0.07%
3,041
-121
VTEB icon
146
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.8B
$206K 0.07%
+4,126
DFUS icon
147
Dimensional US Equity ETF
DFUS
$20B
$206K 0.07%
2,902
-150
SLV icon
148
iShares Silver Trust
SLV
$31.3B
$205K 0.06%
+3,013
DFAX icon
149
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.6B
$202K 0.06%
+5,933
ABNB icon
150
Airbnb
ABNB
$76.6B
– –
-1,526
4 5
6
7 8