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
$180M
AUM Growth
-$869K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$7.04M
3
+$3.57M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.65M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$1.48M

Top Sells

1
+$26.7M
2
+$6.03M
3
+$1.05M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.05M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.05M

Sector Composition

1 Healthcare 8.82%
2 Technology 8.41%
3 Financials 3.16%
4 Consumer Staples 2.77%
5 Consumer Discretionary 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$257K 0.14%
562
127
$257K 0.14%
2,170
-412
128
$257K 0.14%
1,866
+340
129
$254K 0.14%
506
-160
130
$254K 0.14%
2,677
-47
131
$250K 0.14%
+665
132
$250K 0.14%
+693
133
$247K 0.14%
913
+24
134
$244K 0.14%
10,218
-7,672
135
$243K 0.14%
408
+22
136
$237K 0.13%
+1,484
137
$236K 0.13%
+1,229
138
$236K 0.13%
+1,407
139
$231K 0.13%
+1,130
140
$229K 0.13%
2,097
+202
141
$228K 0.13%
4,425
+124
142
$228K 0.13%
+785
143
$226K 0.13%
1,363
-5
144
$220K 0.12%
538
-275
145
$218K 0.12%
+22
146
$217K 0.12%
+4,070
147
$215K 0.12%
+3,525
148
$215K 0.12%
+2,122
149
$209K 0.12%
2,484
-241
150
$208K 0.12%
907
+27
3 4 5
6
7