HKIMG
Hutchens & Kramer Investment Management Group Portfolio holdings
AUM
$218M
1-Year Est. Return
13.24%
1 Year Est. Return
+13.24%
AUM
$218M
AUM Growth
+$36.4M
(+20%)
Holding
179
Top Buys
| 1 | +$6.21M | |
| 2 | +$5.18M | |
| 3 | +$3.73M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$2.98M |
| 5 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$2.51M |
Top Sells
| 1 | +$1.2M | |
| 2 | +$952K | |
| 3 | +$828K | |
| 4 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$723K |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$584K |
Sector Composition
| 1 | Technology | 7.91% |
| 2 | Healthcare | 4.76% |
| 3 | Financials | 2.89% |
| 4 | Communication Services | 1.97% |
| 5 | Consumer Staples | 1.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares Short Treasury Bond ETF
SHV
$20.7B
| – | – |
-2,787
|
|
||
177
S&P Global
SPGI
$149B
| – | – |
-453
|
|
||
178
Constellation Brands
STZ
$24.4B
| – | – |
-2,224
|
|
||
179
Sun Communities
SUI
$15.5B
| – | – |
-1,589
|
|