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
151
$208K 0.11%
1,372
-373
152
$205K 0.11%
+2,771
153
$205K 0.11%
2,290
-194
154
$204K 0.11%
+1,034
155
$204K 0.11%
+4,160
156
$203K 0.11%
+3,824
157
$200K 0.11%
785
158
$127K 0.07%
13,285
159
$67.4K 0.04%
10,530
-241
160
– –
-1,388
161
– –
-2,122
162
– –
-1,954
163
– –
-3,041
164
– –
-2,097
165
– –
-22
166
– –
-1,363
167
– –
-528
168
– –
-10,218
169
– –
-1,866
170
– –
-6,396
171
– –
-2,170
172
– –
-1,603
173
– –
-225
3 4 5 6
7