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
$184M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.99M
3
+$1.23M
4
LLY icon
Eli Lilly
LLY
+$946K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$903K

Top Sells

1
+$912K
2
+$836K
3
+$662K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$394K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$337K

Sector Composition

1 Technology 8.48%
2 Healthcare 8.17%
3 Financials 3.39%
4 Consumer Staples 2.6%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$241K 0.13%
9,055
-501
127
$239K 0.13%
12,942
+8
128
$237K 0.13%
2,147
-29
129
$237K 0.13%
+835
130
$236K 0.13%
+2,089
131
$236K 0.13%
6,905
-187
132
$235K 0.13%
2,585
-163
133
$233K 0.13%
+577
134
$229K 0.12%
471
+6
135
$229K 0.12%
9,068
-534
136
$227K 0.12%
665
137
$226K 0.12%
+1,029
138
$222K 0.12%
+1,127
139
$221K 0.12%
2,293
-384
140
$220K 0.12%
672
-9
141
$219K 0.12%
+1,700
142
$218K 0.12%
3,494
-792
143
$214K 0.12%
716
+23
144
$213K 0.12%
+1,172
145
$211K 0.11%
765
-622
146
$211K 0.11%
2,779
+21
147
$211K 0.11%
4,005
-420
148
$210K 0.11%
1,130
149
$210K 0.11%
3,553
+28
150
$208K 0.11%
3,825
-245
3 4 5
6
7