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
$126M
AUM Growth
+$657K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$1.91M
2 +$1M
3 +$911K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$883K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$366K

Sector Composition

1 Healthcare 23.42%
2 Technology 11.89%
3 Consumer Staples 4.1%
4 Financials 4.01%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-25,665
127
-4,877
128
-5,653
129
-6,066