HKIMG

Hutchens & Kramer Investment Management Group Portfolio holdings

AUM $290M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
+$8.29M
2
+$4.17M
3
+$4.15M
4
AAPL icon
Apple
AAPL
+$2.33M
5
BX icon
Blackstone
BX
+$366K

Top Sells

1
+$6.55M
2
+$5.85M
3
+$1.67M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.37M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$412K

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
– –
-3,280
128
– –
-4,850
2 3 4 5
6