HKIMG

Hutchens & Kramer Investment Management Group Portfolio holdings

AUM $218M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.4M
3
+$9.12M
4
SSO icon
ProShares Ultra S&P500
SSO
+$6.72M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.92M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.5%
2 Technology 11.7%
3 Consumer Discretionary 6.77%
4 Financials 5.5%
5 Consumer Staples 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.7M 8.63%
+32,950
2
$12.4M 7.81%
+43,376
3
$9.12M 5.77%
+30,006
4
$6.72M 4.25%
+206,404
5
$5.92M 3.74%
+660,588
6
$5.2M 3.28%
+40,382
7
$5.17M 3.27%
+148,710
8
$4.9M 3.09%
+58,626
9
$4.38M 2.77%
+26,580
10
$3.93M 2.48%
+26,426
11
$3.46M 2.19%
+22,809
12
$3.39M 2.14%
+9,694
13
$3.08M 1.94%
+33,372
14
$2.69M 1.7%
+22,102
15
$2.45M 1.55%
+18,391
16
$2.42M 1.53%
+12,266
17
$2.24M 1.41%
+12,479
18
$2.23M 1.41%
+9,291
19
$2.21M 1.4%
+9,675
20
$2.21M 1.4%
+12,392
21
$2.02M 1.28%
+9,398
22
$1.84M 1.16%
+8,485
23
$1.71M 1.08%
+45,198
24
$1.71M 1.08%
+191,928
25
$1.7M 1.07%
+14,328
1
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