HCM

Hutchinson Capital Management Portfolio holdings

AUM $548M
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.09M
3
+$3M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.42M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.62M

Top Sells

1
+$2.73M
2
+$1.32M
3
+$976K
4
BAC icon
Bank of America
BAC
+$560K
5
PG icon
Procter & Gamble
PG
+$519K

Sector Composition

1 Financials 26.96%
2 Communication Services 16.94%
3 Technology 15.83%
4 Industrials 12.58%
5 Healthcare 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.72M 0.6%
23,160
-330
27
$2.62M 0.58%
44,428
-3,512
28
$2.42M 0.54%
+21,600
29
$2.37M 0.53%
93,074
-12,840
30
$2.26M 0.5%
13,811
-3,173
31
$2.05M 0.46%
10,174
32
$1.77M 0.39%
10,326
+31
33
$1.62M 0.36%
+17,500
34
$1.45M 0.32%
5,745
+11
35
$1.17M 0.26%
24,284
-270
36
$1.16M 0.26%
3,375
+5
37
$1.05M 0.23%
37,268
-352
38
$897K 0.2%
2,571
+2
39
$868K 0.19%
1,828
40
$843K 0.19%
3,301
+1
41
$827K 0.18%
5,225
+39
42
$743K 0.17%
+9,140
43
$693K 0.15%
3,988
+22
44
$656K 0.15%
3,776
+4
45
$642K 0.14%
10,845
+45
46
$624K 0.14%
2,697
-4,218
47
$611K 0.14%
4,220
+60
48
$598K 0.13%
10,302
-2,390
49
$523K 0.12%
3,913
-582
50
$510K 0.11%
3,060
+120
1
2
3