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
$530M
AUM Growth
+$2.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$2.12M
3
+$1.59M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$967K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$776K

Top Sells

1
+$4.25M
2
+$2.26M
3
+$780K
4
AAPL icon
Apple
AAPL
+$562K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Financials 28.47%
2 Technology 17.13%
3 Healthcare 10.3%
4 Consumer Discretionary 8.26%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.14M 1.35%
58,274
-364
27
$6.92M 1.31%
98,511
-1,974
28
$6.63M 1.25%
+133,457
29
$5.32M 1%
182,149
+26,568
30
$5M 0.94%
144,562
-5,843
31
$3.95M 0.75%
81,607
+8
32
$3.95M 0.75%
164,205
-1,559
33
$3.52M 0.66%
93,781
-113,253
34
$3.06M 0.58%
145,490
-3,082
35
$2.97M 0.56%
20,511
-494
36
$2.21M 0.42%
3,778
+41
37
$2.03M 0.38%
80,457
+6,321
38
$1.74M 0.33%
10,403
+82
39
$1.68M 0.32%
66,201
+2,322
40
$1.63M 0.31%
9,204
-75
41
$1.51M 0.29%
27,213
+17,378
42
$1.51M 0.29%
10,448
-142
43
$1.5M 0.28%
45,736
44
$1.4M 0.27%
56,487
-691
45
$1.37M 0.26%
1,492
-112
46
$1.27M 0.24%
5,291
47
$1.24M 0.23%
47,892
-870
48
$1.19M 0.22%
48,891
-635
49
$1.15M 0.22%
23,132
50
$1.14M 0.22%
4,999
-2
1
2
3 4