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
$116M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$3.04M
3
+$2.49M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.37M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.6M

Top Sells

1
+$7.66M
2
+$4.38M
3
+$4.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.48M
5
MSFT icon
Microsoft
MSFT
+$1.94M

Sector Composition

1 Healthcare 19.01%
2 Technology 12.76%
3 Consumer Discretionary 5%
4 Consumer Staples 4.52%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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6