HCM

Hutchinson Capital Management Portfolio holdings

AUM $583M
1-Year Est. Return 13.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.29M
3
+$1.05M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$801K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$786K

Top Sells

1
+$8.65M
2
+$8.57M
3
+$556K
4
ZTS icon
Zoetis
ZTS
+$483K
5
DEO icon
Diageo
DEO
+$479K

Sector Composition

1 Financials 29.26%
2 Technology 18.89%
3 Communication Services 7.84%
4 Healthcare 7.13%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VLO icon
26
Valero Energy
VLO
$69.5B
$9.1M 1.56%
55,917
-155
WFC icon
27
Wells Fargo
WFC
$234B
$8.8M 1.51%
94,429
-347
DEO icon
28
Diageo
DEO
$42.7B
$7.9M 1.35%
91,607
-5,197
DCRE icon
29
DoubleLine Commercial Real Estate Debt ETF
DCRE
$363M
$5.62M 0.96%
108,345
+10,173
DFAC icon
30
Dimensional US Core Equity 2 ETF
DFAC
$40.8B
$5.29M 0.91%
133,517
-2,950
VTIP icon
31
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.4B
$4.79M 0.82%
96,853
+5,237
SCHO icon
32
Schwab Short-Term US Treasury ETF
SCHO
$11.8B
$4.13M 0.71%
169,314
-1,116
DIHP icon
33
Dimensional International High Profitability ETF
DIHP
$5.45B
$3.16M 0.54%
99,703
+6,937
DFAE icon
34
Dimensional Emerging Core Equity Market ETF
DFAE
$8.19B
$2.89M 0.5%
88,798
+8,518
CVX icon
35
Chevron
CVX
$390B
$2.6M 0.45%
17,043
-9
SCHR icon
36
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.7B
$2.18M 0.37%
87,058
+7,109
GLDM icon
37
SPDR Gold MiniShares Trust
GLDM
$32.2B
$2.17M 0.37%
25,437
DFAT icon
38
Dimensional US Targeted Value ETF
DFAT
$12.4B
$2.06M 0.35%
34,545
+1,933
DFSI icon
39
Dimensional International Sustainability Core 1 ETF
DFSI
$976M
$1.96M 0.34%
45,736
SPY icon
40
State Street SPDR S&P 500 ETF Trust
SPY
$668B
$1.93M 0.33%
2,829
-25
IAU icon
41
iShares Gold Trust
IAU
$80.3B
$1.88M 0.32%
23,132
DFAX icon
42
Dimensional World ex US Core Equity 2 ETF
DFAX
$10.7B
$1.84M 0.32%
56,231
-1,009
DCOR icon
43
Dimensional US Core Equity 1 ETF
DCOR
$2.64B
$1.8M 0.31%
24,497
+14,456
BA icon
44
Boeing
BA
$168B
$1.65M 0.28%
7,599
-17
SCHP icon
45
Schwab US TIPS ETF
SCHP
$15.7B
$1.62M 0.28%
61,164
+1,946
JPM icon
46
JPMorgan Chase
JPM
$772B
$1.57M 0.27%
4,863
+517
JNJ icon
47
Johnson & Johnson
JNJ
$586B
$1.44M 0.25%
6,979
-349
PG icon
48
Procter & Gamble
PG
$354B
$1.42M 0.24%
9,935
+32
EWU icon
49
iShares MSCI United Kingdom ETF
EWU
$3.07B
$1.2M 0.21%
27,187
GOOG icon
50
Alphabet (Google) Class C
GOOG
$3.68T
$1.13M 0.19%
3,603
+6
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