HCM

Hutchinson Capital Management Portfolio holdings

AUM $548M
1-Year Return 12.58%
This Quarter Return
+9.97%
1 Year Return
+12.58%
3 Year Return
+50.43%
5 Year Return
+107.91%
10 Year Return
+193.52%
AUM
$459M
AUM Growth
+$33.3M
Cap. Flow
-$2.45M
Cap. Flow %
-0.53%
Top 10 Hldgs %
49.51%
Holding
83
New
4
Increased
26
Reduced
43
Closed
–

Top Buys

1
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.17M
2
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$941K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$661K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$612K
5
DFSI icon
Dimensional International Sustainability Core 1 ETF
DFSI
+$307K

Top Sells

1
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.69M
2
CABO icon
Cable One
CABO
+$1.99M
3
DEO icon
Diageo
DEO
+$729K
4
BAC icon
Bank of America
BAC
+$662K
5
OXY icon
Occidental Petroleum
OXY
+$591K

Sector Composition

1 Financials 31.26%
2 Technology 16.19%
3 Healthcare 10.24%
4 Industrials 8.75%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
WFC icon
26
Wells Fargo
WFC
$261B
$4.96M 1.08%
100,865
-6,795
-6% -$334K
DFAU icon
27
Dimensional US Core Equity Market ETF
DFAU
$9.23B
$4.88M 1.06%
146,772
-2,084
-1% -$69.3K
DUHP icon
28
Dimensional US High Profitability ETF
DUHP
$9.41B
$4.32M 0.94%
150,836
+21,402
+17% +$612K
VTIP icon
29
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$4.17M 0.91%
+87,718
New +$4.17M
SCHO icon
30
Schwab Short-Term US Treasury ETF
SCHO
$11.1B
$3.79M 0.83%
156,338
-3,112
-2% -$75.4K
DFAI icon
31
Dimensional International Core Equity Market ETF
DFAI
$11.5B
$3.73M 0.81%
130,100
+1,797
+1% +$51.5K
LBRDK icon
32
Liberty Broadband Class C
LBRDK
$8.69B
$3.36M 0.73%
41,746
-2,371
-5% -$191K
CVX icon
33
Chevron
CVX
$317B
$2.79M 0.61%
18,701
-212
-1% -$31.6K
SPY icon
34
SPDR S&P 500 ETF Trust
SPY
$670B
$2.54M 0.55%
5,346
+1,979
+59% +$941K
BA icon
35
Boeing
BA
$163B
$2.49M 0.54%
9,564
– –
DFAX icon
36
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.46B
$2.11M 0.46%
86,537
+1,374
+2% +$33.6K
JNJ icon
37
Johnson & Johnson
JNJ
$429B
$1.65M 0.36%
10,507
-59
-0.6% -$9.25K
DIHP icon
38
Dimensional International High Profitability ETF
DIHP
$4.47B
$1.61M 0.35%
62,725
+6,249
+11% +$160K
PG icon
39
Procter & Gamble
PG
$370B
$1.52M 0.33%
10,356
-32
-0.3% -$4.69K
DFSI icon
40
Dimensional International Sustainability Core 1 ETF
DFSI
$809M
$1.39M 0.3%
43,430
+9,587
+28% +$307K
DFAE icon
41
Dimensional Emerging Core Equity Market ETF
DFAE
$6.68B
$1.32M 0.29%
54,766
+1,694
+3% +$40.8K
SCHP icon
42
Schwab US TIPS ETF
SCHP
$14.1B
$1.3M 0.28%
49,778
-179,624
-78% -$4.69M
SCHR icon
43
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.4B
$1.28M 0.28%
51,608
+3,658
+8% +$90.9K
UNP icon
44
Union Pacific
UNP
$127B
$1.26M 0.28%
5,146
-31
-0.6% -$7.61K
DFAR icon
45
Dimensional US Real Estate ETF
DFAR
$1.42B
$1.15M 0.25%
50,580
-3,703
-7% -$84.2K
PFE icon
46
Pfizer
PFE
$136B
$1.03M 0.22%
35,820
-1,306
-4% -$37.6K
AMZN icon
47
Amazon
AMZN
$2.43T
$825K 0.18%
5,432
+290
+6% +$44.1K
V icon
48
Visa
V
$659B
$823K 0.18%
3,163
-11
-0.3% -$2.86K
MMC icon
49
Marsh & McLennan
MMC
$99.8B
$695K 0.15%
3,670
-48
-1% -$9.1K
KO icon
50
Coca-Cola
KO
$288B
$642K 0.14%
10,895
-45
-0.4% -$2.65K
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