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
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154
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155
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156
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158
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-4,974
159
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