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
151
$230K 0.09%
567
-27
152
$230K 0.09%
+676
153
$228K 0.09%
+2,062
154
$225K 0.09%
+1,625
155
$225K 0.09%
+396
156
$221K 0.09%
+886
157
$220K 0.09%
+1,049
158
$219K 0.09%
+833
159
$218K 0.09%
+506
160
$217K 0.09%
+1,258
161
$217K 0.09%
+2,127
162
$214K 0.08%
+1,279
163
$214K 0.08%
+661
164
$210K 0.08%
+702
165
$209K 0.08%
+1,730
166
$207K 0.08%
+602
167
$206K 0.08%
865
-355
168
$206K 0.08%
+379
169
$205K 0.08%
+1,496
170
$204K 0.08%
3,027
-331
171
$203K 0.08%
+1,363
172
$200K 0.08%
7,094
-891
173
$33.4K 0.01%
1,728
174
– –
-800
175
– –
-1,023
4 5 6
7
8