Portfolio (Quarterly)
Guide ↗
Hutchens & Kramer Investment Management Group, LLC
· CIK 0001920117| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | MU | MICRON TECHNOLOGY INC | Technology | 179.0 | $207K | 0.06% | NEW | — | $1154.29 | -19.0% |
| 22 | VYM | VANGUARD WHITEHALL FDS | — | 1,277.0 | $202K | 0.05% | NEW | — | $158.05 | +4.0% |
| 23 | BAC | BANK OF AMER CORP | Financial Services | 3,541.0 | $202K | 0.05% | NEW | — | $56.98 | +7.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
30.1%
Financial Services
25.7%
Healthcare
15.5%
Industrials
7.9%
Communication Services
6.5%
Consumer Cyclical
6.4%
Consumer Defensive
6.2%
Basic Materials
1.0%
Utilities
0.7%