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
$528M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.79M
3
+$4M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.07M
5
CVX icon
Chevron
CVX
+$252K

Top Sells

1
+$6.35M
2
+$4.02M
3
+$539K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$337K
5
PGR icon
Progressive
PGR
+$307K

Sector Composition

1 Financials 27.47%
2 Technology 16.92%
3 Healthcare 11.92%
4 Consumer Discretionary 7.94%
5 Industrials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.92M 1.5%
58,638
+71
27
$7.23M 1.37%
182,170
+26,885
28
$5.68M 1.08%
100,485
-145
29
$5.16M 0.98%
150,405
-9,825
30
$4.94M 0.94%
155,581
+4,879
31
$4.79M 0.91%
+148,572
32
$4.06M 0.77%
165,764
+9,382
33
$4.02M 0.76%
81,599
-1,353
34
$3.09M 0.59%
21,005
+1,713
35
$2.14M 0.41%
3,737
+413
36
$2.05M 0.39%
74,136
+1,511
37
$1.79M 0.34%
10,321
-31
38
$1.75M 0.33%
63,879
+116
39
$1.72M 0.33%
10,590
+37
40
$1.63M 0.31%
45,736
41
$1.54M 0.29%
57,178
+7,239
42
$1.42M 0.27%
1,604
-60
43
$1.41M 0.27%
9,279
44
$1.31M 0.25%
48,762
-950
45
$1.25M 0.24%
49,526
+1,576
46
$1.23M 0.23%
5,001
+60
47
$1.15M 0.22%
23,132
48
$1.12M 0.21%
5,291
+202
49
$1.12M 0.21%
43,503
50
$1.04M 0.2%
7,465
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