HKIMG
Hutchens & Kramer Investment Management Group Portfolio holdings
AUM
$254M
1-Year Est. Return
13.8%
1 Year Est. Return
+13.8%
AUM
$254M
AUM Growth
+$35.7M
(+16%)
Holding
187
Top Buys
| 1 | +$5.2M | |
| 2 | +$4.98M | |
| 3 | +$2.99M | |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$2.75M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$2.55M |
Top Sells
| 1 | +$513K | |
| 2 | +$448K | |
| 3 | +$420K | |
| 4 |
iShares US Technology ETF
IYW
|
+$383K |
| 5 |
Dimensional Global ex US 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 | |
|---|---|---|---|---|---|---|
176
Salesforce
CRM
$246B
| – | – |
-1,023
|
|
||
|
177
Dimensional Global ex US Core Fixed Income ETF
DFGX
$1.29B
| – | – |
-6,971
|
|
||
178
EOG Resources
EOG
$58.6B
| – | – |
-1,710
|
|
||
179
Flex
FLEX
$25.8B
| – | – |
-4,807
|
|
||
180
Gartner
IT
$16.8B
| – | – |
-653
|
|
||
181
Kimberly-Clark
KMB
$34.3B
| – | – |
-1,754
|
|
||
182
Alliant Energy
LNT
$16.8B
| – | – |
-3,484
|
|
||
183
LPL Financial
LPLA
$30.8B
| – | – |
-835
|
|
||
184
SPDR Portfolio Developed World ex-US ETF
SPDW
$33.2B
| – | – |
-5,428
|
|
||
|
VMEO
185
DELISTED
Vimeo
VMEO
| – | – |
-10,505
|
|
||
186
W.R. Berkley
WRB
$26.3B
| – | – |
-3,467
|
|
||
|
SILA
187
Sila Realty Trust
SILA
$1.27B
| – | – |
-10,993
|
|