HKIMG

Hutchens & Kramer Investment Management Group Portfolio holdings

AUM $317M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$4.93M
3
+$2.98M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.74M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$2.46M

Top Sells

1
+$495K
2
+$444K
3
+$411K
4
AMT icon
American Tower
AMT
+$395K
5
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$373K

Sector Composition

1 Technology 7.67%
2 Healthcare 4.09%
3 Financials 2.47%
4 Industrials 2.39%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$270K 0.11%
1,379
-1,957
127
$269K 0.11%
+964
128
$269K 0.11%
1,735
+40
129
$262K 0.1%
+383
130
$255K 0.1%
326
-62
131
$255K 0.1%
1,364
-184
132
$254K 0.1%
3,503
-37
133
$253K 0.1%
1,007
+243
134
$253K 0.1%
1,263
+218
135
$253K 0.1%
+514
136
$252K 0.1%
4,923
+424
137
$251K 0.1%
1,234
+146
138
$251K 0.1%
2,206
-154
139
$250K 0.1%
558
+16
140
$246K 0.1%
4,290
141
$243K 0.1%
690
+16
142
$243K 0.1%
+5,284
143
$240K 0.09%
481
+12
144
$240K 0.09%
10,055
-430
145
$238K 0.09%
3,314
-917
146
$238K 0.09%
3,588
+224
147
$237K 0.09%
925
+150
148
$237K 0.09%
+4,143
149
$236K 0.09%
+760
150
$230K 0.09%
4,329
+514
4 5
6
7 8