HKIMG
Hutchens & Kramer Investment Management Group Portfolio holdings
AUM
$218M
1-Year Est. Return
13.24%
1 Year Est. Return
+13.24%
AUM
$182M
AUM Growth
-$2.53M
(-1.4%)
Holding
180
Top Buys
| 1 | +$4.06M | |
| 2 | +$1.3M | |
| 3 | +$1.23M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$828K |
| 5 |
Goldman Sachs Access Ultra Short Bond ETF
GSST
|
+$551K |
Top Sells
| 1 | +$4.06M | |
| 2 | +$1.41M | |
| 3 | +$651K | |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$507K |
| 5 |
iShares Morningstar Growth ETF
ILCG
|
+$505K |
Sector Composition
| 1 | Technology | 7.56% |
| 2 | Healthcare | 6.16% |
| 3 | Financials | 3.78% |
| 4 | Consumer Staples | 2.63% |
| 5 | Real Estate | 2.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Tesla
TSLA
$1.44T
| – | – |
-577
|
|
||
177
TSMC
TSM
$1.53T
| – | – |
-1,034
|
|
||
178
Vanguard Russell 1000 Growth ETF
VONG
$33.5B
| – | – |
-4,835
|
|
||
179
Wabtec
WAB
$33.8B
| – | – |
-1,323
|
|
||
180
West Pharmaceutical
WST
$21.4B
| – | – |
-672
|
|