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
$125M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.27M
3
+$1.12M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.09M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.06M

Top Sells

1
+$3.09M
2
+$3.07M
3
+$1.55M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.54M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$644K

Sector Composition

1 Healthcare 21.78%
2 Technology 12.61%
3 Consumer Staples 4.3%
4 Consumer Discretionary 4.11%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.5M 16.36%
43,649
-40
2
$7.92M 6.33%
23,269
-1,654
3
$6.06M 4.84%
223,039
+132,180
4
$5.81M 4.64%
139,216
+54,376
5
$4.69M 3.75%
268,494
-11,562
6
$3.97M 3.17%
163,498
+44,965
7
$3.69M 2.95%
9,072
+2,044
8
$3.46M 2.77%
22,802
9
$2.76M 2.21%
78,930
-4,080
10
$2.5M 2%
5,602
+1,409
11
$2.22M 1.77%
11,449
+372
12
$2.09M 1.67%
5,304
-902
13
$1.9M 1.52%
41,137
+10,691
14
$1.89M 1.51%
40,803
+6,326
15
$1.88M 1.5%
10,554
-389
16
$1.85M 1.48%
22,846
-2,269
17
$1.75M 1.4%
13,461
-1,814
18
$1.23M 0.98%
8,094
-1,048
19
$1.2M 0.96%
3,244
-207
20
$1.15M 0.92%
6,258
-1,307
21
$1.12M 0.9%
4,984
-916
22
$1.12M 0.89%
+45,259
23
$1.11M 0.89%
10,171
-1,832
24
$1.09M 0.87%
24,089
+53
25
$1.07M 0.85%
5,493
-291
1
2 3 4 5