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
$368M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$4.69M
3
+$1.31M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.11M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$943K

Top Sells

1
+$14.8M
2
+$361K
3
+$312K
4
INTC icon
Intel
INTC
+$281K
5
RTX icon
RTX Corp
RTX
+$226K

Sector Composition

1 Financials 29.23%
2 Technology 14.76%
3 Communication Services 11.48%
4 Energy 9.62%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.67M 1%
145,707
+37,473
27
$3.19M 0.87%
22,200
-215
28
$2.36M 0.64%
109,414
+51,306
29
$1.87M 0.51%
11,429
-196
30
$1.81M 0.49%
41,428
+60
31
$1.72M 0.47%
13,652
-297
32
$1.31M 0.36%
+30,431
33
$1.25M 0.34%
3,501
34
$1.23M 0.33%
10,139
-5
35
$1.18M 0.32%
47,864
36
$1.16M 0.32%
54,319
+23,816
37
$1.13M 0.31%
3,385
+6
38
$1.12M 0.31%
5,768
+18
39
$1.1M 0.3%
53,554
+23,786
40
$723K 0.2%
35,987
+13,652
41
$657K 0.18%
3,696
-38
42
$649K 0.18%
3,976
-60
43
$619K 0.17%
7,193
-340
44
$613K 0.17%
10,950
-64
45
$585K 0.16%
30,696
+14,701
46
$565K 0.15%
3,786
+1
47
$547K 0.15%
2,542
-33
48
$543K 0.15%
4,809
+33
49
$541K 0.15%
5,177
+17
50
$513K 0.14%
3,112
1
2
3