HCM

Hutchinson Capital Management Portfolio holdings

AUM $544M
1-Year Est. Return 9.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$3.48M
3
+$2.77M
4
DCRE icon
DoubleLine Commercial Real Estate Debt ETF
DCRE
+$2.09M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$737K

Top Sells

1
+$9.96M
2
+$490K
3
+$489K
4
WFC icon
Wells Fargo
WFC
+$303K
5
J icon
Jacobs Solutions
J
+$279K

Sector Composition

1 Financials 28.81%
2 Technology 19.15%
3 Communication Services 7.68%
4 Healthcare 7.07%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.24M 1.6%
96,804
-1,535
27
$8.65M 1.5%
275,278
-1,522
28
$8.57M 1.48%
102,820
-1,354
29
$8.21M 1.42%
225,854
+20,825
30
$7.94M 1.37%
94,776
-3,735
31
$5.26M 0.91%
136,467
-3,677
32
$5.11M 0.88%
98,172
+40,310
33
$4.64M 0.8%
91,616
+3,902
34
$4.16M 0.72%
170,430
-1,292
35
$2.82M 0.49%
92,766
+5,814
36
$2.65M 0.46%
17,052
-298
37
$2.53M 0.44%
80,280
+5,716
38
$2.01M 0.35%
79,949
+12,274
39
$1.94M 0.34%
25,437
40
$1.9M 0.33%
2,854
-47
41
$1.9M 0.33%
32,612
+2,173
42
$1.87M 0.32%
45,736
43
$1.8M 0.31%
57,240
-494
44
$1.68M 0.29%
23,132
45
$1.64M 0.28%
7,616
-90
46
$1.6M 0.28%
59,218
+78
47
$1.52M 0.26%
9,903
-365
48
$1.37M 0.24%
4,346
-510
49
$1.36M 0.24%
7,328
-88
50
$1.14M 0.2%
27,187
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