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
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$4.12M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$2.41M
5
BX icon
Blackstone
BX
+$384K

Top Sells

1
+$6.75M
2
+$5.95M
3
+$1.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.35M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$423K

Sector Composition

1 Healthcare 13.92%
2 Technology 11.6%
3 Consumer Discretionary 5.87%
4 Financials 5.12%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$75K 0.04%
476
-127
127
– –
-4,850
128
– –
-3,280
2 3 4 5
6