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
$169M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.14M
3
+$1.09M
4
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.07M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$1.01M

Top Sells

1
+$1.01M
2
+$939K
3
+$916K
4
ABT icon
Abbott
ABT
+$774K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$572K

Sector Composition

1 Healthcare 22.42%
2 Technology 11.07%
3 Financials 3.13%
4 Consumer Discretionary 3%
5 Consumer Staples 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$243K 0.14%
4,548
+888
127
$242K 0.14%
1,193
+51
128
$241K 0.14%
+1,667
129
$241K 0.14%
568
+107
130
$237K 0.14%
+1,382
131
$236K 0.14%
562
132
$236K 0.14%
+7,693
133
$236K 0.14%
+1,848
134
$235K 0.14%
+661
135
$232K 0.14%
+449
136
$224K 0.13%
5,306
-4,847
137
$222K 0.13%
8,062
138
$221K 0.13%
1,973
-6,908
139
$220K 0.13%
+2,376
140
$219K 0.13%
+595
141
$219K 0.13%
10,336
-27,054
142
$216K 0.13%
+4,084
143
$213K 0.13%
+1,077
144
$211K 0.13%
7,567
-554
145
$208K 0.12%
+1,614
146
$207K 0.12%
+523
147
$206K 0.12%
+2,595
148
$203K 0.12%
+10,460
149
$131K 0.08%
14,191
-1,106
150
– –
-2,000
3 4 5
6
7