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

Top Buys

1
+$2.12M
2
+$1.67M
3
+$864K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$723K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$482K

Top Sells

1
+$2.14M
2
+$461K
3
+$438K
4
JNJ icon
Johnson & Johnson
JNJ
+$305K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$301K

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
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-1,844
131
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-3,158
132
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-781
133
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-23,405
134
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-79
135
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-669
136
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138
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-1,969
139
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-464
140
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-913
141
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-444
142
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-3,259
143
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-968
144
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