HCM

Hutchinson Capital Management Portfolio holdings

AUM $578M
1-Year Est. Return 10.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$3.29M
3
+$2.78M
4
DCRE icon
DoubleLine Commercial Real Estate ETF
DCRE
+$2.1M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$757K

Top Sells

1
+$9.96M
2
+$569K
3
+$497K
4
WFC icon
Wells Fargo
WFC
+$313K
5
AAPL icon
Apple
AAPL
+$308K

Sector Composition

1 Financials 28.81%
2 Technology 19.15%
3 Communication Services 7.68%
4 Healthcare 7.07%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DEO icon
26
Diageo
DEO
$51.5B
$9.24M 1.6%
96,804
-1,535
CMCSA icon
27
Comcast
CMCSA
$106B
$8.65M 1.5%
275,278
-1,522
ARE icon
28
Alexandria Real Estate Equities
ARE
$9.41B
$8.57M 1.48%
102,820
-1,354
DFAI icon
29
Dimensional International Core Equity Market ETF
DFAI
$13.8B
$8.21M 1.42%
225,854
+20,825
WFC icon
30
Wells Fargo
WFC
$281B
$7.94M 1.37%
94,776
-3,735
DFAC icon
31
Dimensional US Core Equity 2 ETF
DFAC
$41.6B
$5.26M 0.91%
136,467
-3,677
DCRE icon
32
DoubleLine Commercial Real Estate ETF
DCRE
$340M
$5.11M 0.88%
98,172
+40,310
VTIP icon
33
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.4B
$4.64M 0.8%
91,616
+3,902
SCHO icon
34
Schwab Short-Term US Treasury ETF
SCHO
$11.6B
$4.16M 0.72%
170,430
-1,292
DIHP icon
35
Dimensional International High Profitability ETF
DIHP
$5.37B
$2.82M 0.49%
92,766
+5,814
CVX icon
36
Chevron
CVX
$346B
$2.65M 0.46%
17,052
-298
DFAE icon
37
Dimensional Emerging Core Equity Market ETF
DFAE
$8.21B
$2.53M 0.44%
80,280
+5,716
SCHR icon
38
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.4B
$2.01M 0.35%
79,949
+12,274
GLDM icon
39
SPDR Gold MiniShares Trust
GLDM
$31.1B
$1.94M 0.34%
25,437
SPY icon
40
State Street SPDR S&P 500 ETF Trust
SPY
$711B
$1.9M 0.33%
2,854
-47
DFAT icon
41
Dimensional US Targeted Value ETF
DFAT
$12.8B
$1.9M 0.33%
32,612
+2,173
DFSI icon
42
Dimensional International Sustainability Core 1 ETF
DFSI
$997M
$1.87M 0.32%
45,736
DFAX icon
43
Dimensional World ex US Core Equity 2 ETF
DFAX
$10.9B
$1.8M 0.31%
57,240
-494
IAU icon
44
iShares Gold Trust
IAU
$80.1B
$1.68M 0.29%
23,132
BA icon
45
Boeing
BA
$182B
$1.64M 0.28%
7,616
-90
SCHP icon
46
Schwab US TIPS ETF
SCHP
$15.1B
$1.6M 0.28%
59,218
+78
PG icon
47
Procter & Gamble
PG
$348B
$1.52M 0.26%
9,903
-365
JPM icon
48
JPMorgan Chase
JPM
$828B
$1.37M 0.24%
4,346
-510
JNJ icon
49
Johnson & Johnson
JNJ
$544B
$1.36M 0.24%
7,328
-88
EWU icon
50
iShares MSCI United Kingdom ETF
EWU
$2.99B
$1.14M 0.2%
27,187
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