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
$426M
AUM Growth
-$636K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$212K
3
+$202K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$179K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$91.1K

Top Sells

1
+$589K
2
+$512K
3
+$386K
4
MSFT icon
Microsoft
MSFT
+$386K
5
AAPL icon
Apple
AAPL
+$368K

Sector Composition

1 Financials 29.51%
2 Technology 15.6%
3 Healthcare 9.75%
4 Energy 9.57%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.79M 1.36%
229,402
-15,296
27
$4.46M 1.05%
148,856
+66
28
$4.4M 1.03%
107,660
-13
29
$4.03M 0.95%
44,117
-37
30
$3.82M 0.9%
159,450
-9,590
31
$3.35M 0.79%
128,303
+6,850
32
$3.33M 0.78%
129,434
+2,862
33
$3.19M 0.75%
18,913
-373
34
$1.92M 0.45%
85,163
35
$1.83M 0.43%
9,564
-325
36
$1.65M 0.39%
10,566
+68
37
$1.52M 0.36%
10,388
-710
38
$1.44M 0.34%
3,367
-32
39
$1.31M 0.31%
56,476
+1,534
40
$1.23M 0.29%
37,126
-434
41
$1.2M 0.28%
53,072
+4,038
42
$1.15M 0.27%
47,950
+86
43
$1.06M 0.25%
54,283
44
$1.05M 0.25%
5,177
-491
45
$972K 0.23%
33,843
46
$730K 0.17%
3,174
+22
47
$708K 0.17%
3,718
-24
48
$654K 0.15%
5,142
+206
49
$641K 0.15%
3,784
+19
50
$634K 0.15%
3,117
+3
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2
3 4