HKIMG

Hutchens & Kramer Investment Management Group Portfolio holdings

AUM $254M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
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
151
$208K 0.12%
+2,176
152
$205K 0.11%
+1,954
153
$204K 0.11%
681
+22
154
$203K 0.11%
+2,758
155
$201K 0.11%
+528
156
$201K 0.11%
+225
157
$129K 0.07%
13,285
-906
158
$53.9K 0.03%
+10,771
159
– –
-7,501
160
– –
-6,117
161
– –
-17,445
162
– –
-6,276
163
– –
-393
164
– –
-6,631
165
– –
-20,926
166
– –
-2,980
167
– –
-10,442
168
– –
-1,604
169
– –
-21,277
170
– –
-4,949
171
– –
-9,026
172
– –
-5,076
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