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
$142M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.81M
3
+$896K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$776K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$519K

Top Sells

1
+$2.14M
2
+$498K
3
+$455K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$321K
5
JNJ icon
Johnson & Johnson
JNJ
+$305K

Sector Composition

1 Healthcare 21.86%
2 Technology 11.31%
3 Consumer Staples 3.55%
4 Consumer Discretionary 3.41%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$201K 0.14%
738
-313
127
$200K 0.14%
562
-392
128
$131K 0.09%
15,297
-3,160
129
$4.33K ﹤0.01%
656
130
– –
-781
131
– –
-23,405
132
– –
-79
133
– –
-669
134
– –
-487
135
– –
-1,938
136
– –
-1,969
137
– –
-464
138
– –
-913
139
– –
-444
140
– –
-3,259
141
– –
-1,844
142
– –
-3,158
143
– –
-968
144
– –
-587
2 3 4 5
6