HKIMG

Hutchens & Kramer Investment Management Group Portfolio holdings

AUM $290M
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.18M
3
+$3.73M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.98M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.51M

Top Sells

1
+$1.2M
2
+$952K
3
+$828K
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$723K
5
IUSB icon
iShares Core Universal USD Bond 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
– –
-2,224
177
– –
-1,589
178
– –
-495
179
– –
-4,309
4 5 6 7
8