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HCM

Hutchinson Capital Management Portfolio holdings

AUM $544M
1-Year Est. Return 9.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$4.56M
3
+$2.91M
4
MTBA icon
Simplify MBS ETF
MTBA
+$2.19M
5
AMZN icon
Amazon
AMZN
+$2M

Top Sells

1
+$14.7M
2
+$9.57M
3
+$7.9M
4
BAC icon
Bank of America
BAC
+$6.41M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.27M

Sector Composition

1 Financials 26.83%
2 Technology 20.04%
3 Energy 7.2%
4 Healthcare 7.09%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
26
Wells Fargo
WFC
$252B
$7.35M 1.35%
92,364
-2,065
NVO
27
Novo Nordisk
NVO
$191B
$7.15M 1.31%
194,428
-5,513
DCRE icon
28
DoubleLine Commercial Real Estate Debt ETF
DCRE
$452M
$6.64M 1.22%
127,826
+19,481
DFAC icon
29
Dimensional US Core Equity 2 ETF
DFAC
$46.9B
$6.56M 1.21%
168,710
+35,193
VTIP icon
30
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.8B
$6.17M 1.13%
123,573
+26,720
SCHO icon
31
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$5.84M 1.07%
240,649
+71,335
DCOR icon
32
Dimensional US Core Equity 1 ETF
DCOR
$3.16B
$3.66M 0.67%
50,770
+26,273
CVX icon
33
Chevron
CVX
$346B
$3.52M 0.65%
17,036
-7
DFAE icon
34
Dimensional Emerging Core Equity Market ETF
DFAE
$10.1B
$3.33M 0.61%
98,278
+9,480
DIHP icon
35
Dimensional International High Profitability ETF
DIHP
$6.13B
$3.32M 0.61%
103,001
+3,298
DFAX icon
36
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.2B
$3.32M 0.61%
97,639
+41,408
SCHR
37
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.1B
$3.02M 0.56%
121,279
+34,221
GLDM icon
38
SPDR Gold MiniShares Trust
GLDM
$28.7B
$2.36M 0.43%
25,437
DFAT icon
39
Dimensional US Targeted Value ETF
DFAT
$14B
$2.28M 0.42%
36,531
+1,986
IAU icon
40
iShares Gold Trust
IAU
$65.5B
$2.04M 0.37%
23,132
DFSI icon
41
Dimensional International Sustainability Core 1 ETF
DFSI
$1.1B
$1.95M 0.36%
45,887
+151
SCHP icon
42
Schwab US TIPS ETF
SCHP
$15.6B
$1.82M 0.33%
68,214
+7,050
JNJ icon
43
Johnson & Johnson
JNJ
$550B
$1.71M 0.31%
6,979
BA icon
44
Boeing
BA
$176B
$1.51M 0.28%
7,599
SPY icon
45
State Street SPDR S&P 500 ETF Trust
SPY
$788B
$1.43M 0.26%
2,199
-630
GLW icon
46
Corning
GLW
$168B
$1.42M 0.26%
10,426
PG icon
47
Procter & Gamble
PG
$350B
$1.37M 0.25%
9,468
-467
JPM icon
48
JPMorgan Chase
JPM
$871B
$1.34M 0.25%
4,563
-300
EWU icon
49
iShares MSCI United Kingdom ETF
EWU
$3.54B
$1.24M 0.23%
27,187
COST icon
50
Costco
COST
$422B
$1.22M 0.22%
1,224
-2
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