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
$524M
AUM Growth
-$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$4.93M
3
+$3.14M
4
NVO icon
Novo Nordisk
NVO
+$779K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$300K

Top Sells

1
+$16.9M
2
+$3.06M
3
+$1.05M
4
MSFT icon
Microsoft
MSFT
+$587K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$534K

Sector Composition

1 Financials 30.8%
2 Technology 19.3%
3 Consumer Discretionary 7.98%
4 Healthcare 6.72%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RHI icon
26
Robert Half
RHI
$2.83B
$7.88M 1.5%
144,472
-3,696
DFAU icon
27
Dimensional US Core Equity Market ETF
DFAU
$9.63B
$7.71M 1.47%
200,696
+995
VLO icon
28
Valero Energy
VLO
$52.3B
$7.6M 1.45%
57,561
-713
WFC icon
29
Wells Fargo
WFC
$272B
$7.07M 1.35%
98,511
DFAI icon
30
Dimensional International Core Equity Market ETF
DFAI
$11.8B
$5.72M 1.09%
183,012
+863
DFAC icon
31
Dimensional US Core Equity 2 ETF
DFAC
$38.9B
$4.82M 0.92%
146,048
+1,486
VTIP icon
32
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$4.27M 0.82%
85,642
+4,035
SCHO icon
33
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$4.22M 0.81%
173,421
+9,216
CVX icon
34
Chevron
CVX
$314B
$3.21M 0.61%
19,160
-1,351
DIHP icon
35
Dimensional International High Profitability ETF
DIHP
$4.61B
$2.17M 0.41%
80,625
+168
SPY icon
36
SPDR S&P 500 ETF Trust
SPY
$681B
$1.84M 0.35%
3,292
-486
PG icon
37
Procter & Gamble
PG
$347B
$1.77M 0.34%
10,380
-23
DFAE icon
38
Dimensional Emerging Core Equity Market ETF
DFAE
$7.18B
$1.75M 0.33%
67,703
+1,502
JNJ icon
39
Johnson & Johnson
JNJ
$448B
$1.69M 0.32%
10,194
-254
DFSI icon
40
Dimensional International Sustainability Core 1 ETF
DFSI
$831M
$1.6M 0.3%
45,736
SCHP icon
41
Schwab US TIPS ETF
SCHP
$14.4B
$1.59M 0.3%
59,048
+11,156
BA icon
42
Boeing
BA
$162B
$1.54M 0.29%
9,057
-147
DFAX icon
43
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.72B
$1.49M 0.28%
56,699
+212
DFAT icon
44
Dimensional US Targeted Value ETF
DFAT
$11.4B
$1.42M 0.27%
27,520
+307
COST icon
45
Costco
COST
$404B
$1.41M 0.27%
1,493
+1
IAU icon
46
iShares Gold Trust
IAU
$60.4B
$1.36M 0.26%
23,132
SCHR icon
47
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.5B
$1.22M 0.23%
48,891
JPM icon
48
JPMorgan Chase
JPM
$832B
$1.19M 0.23%
4,856
-435
UNP icon
49
Union Pacific
UNP
$129B
$1.18M 0.23%
5,005
+6
V icon
50
Visa
V
$661B
$1.15M 0.22%
3,284
-162
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