HCM

Hutchinson Capital Management Portfolio holdings

AUM $578M
1-Year Est. Return 10.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.64%
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
+$11.5M
2
+$3.29M
3
+$2.78M
4
DCRE icon
DoubleLine Commercial Real Estate ETF
DCRE
+$2.1M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$757K

Top Sells

1
+$9.96M
2
+$569K
3
+$497K
4
WFC icon
Wells Fargo
WFC
+$313K
5
AAPL icon
Apple
AAPL
+$308K

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
COST icon
51
Costco
COST
$423B
$1.13M 0.2%
1,226
-161
UNP icon
52
Union Pacific
UNP
$135B
$1.1M 0.19%
4,651
-2
IJT icon
53
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.63B
$1.06M 0.18%
7,465
V icon
54
Visa
V
$640B
$1.03M 0.18%
3,004
-3
IBM icon
55
IBM
IBM
$289B
$935K 0.16%
3,315
-19
VEEV icon
56
Veeva Systems
VEEV
$34.5B
$931K 0.16%
3,125
GOOG icon
57
Alphabet (Google) Class C
GOOG
$4.09T
$876K 0.15%
3,597
+10
GLW icon
58
Corning
GLW
$88.3B
$855K 0.15%
10,426
DCOR icon
59
Dimensional US Core Equity 1 ETF
DCOR
$2.53B
$722K 0.13%
10,041
+5,861
DFSU icon
60
Dimensional US Sustainability Core 1 ETF
DFSU
$1.92B
$659K 0.11%
15,524
+1,347
KO icon
61
Coca-Cola
KO
$316B
$620K 0.11%
9,350
PFE icon
62
Pfizer
PFE
$148B
$609K 0.11%
23,920
-215
DFGR icon
63
Dimensional Global Real Estate ETF
DFGR
$3.11B
$608K 0.11%
22,280
+2,936
K
64
DELISTED
Kellanova
K
$556K 0.1%
6,779
DIS icon
65
Walt Disney
DIS
$198B
$501K 0.09%
4,373
-757
CAT icon
66
Caterpillar
CAT
$311B
$485K 0.08%
1,016
ROK icon
67
Rockwell Automation
ROK
$48B
$474K 0.08%
1,357
-2
FLOT icon
68
iShares Floating Rate Bond ETF
FLOT
$9.01B
$463K 0.08%
9,068
-158
HD icon
69
Home Depot
HD
$370B
$436K 0.08%
1,075
+3
GDX icon
70
VanEck Gold Miners ETF
GDX
$32.3B
$414K 0.07%
5,416
NVDA icon
71
NVIDIA
NVDA
$4.68T
$413K 0.07%
2,213
+213
PEP icon
72
PepsiCo
PEP
$203B
$408K 0.07%
2,902
-34
MRSH
73
Marsh
MRSH
$87.3B
$403K 0.07%
2,000
PFGC icon
74
Performance Food Group
PFGC
$15.3B
$400K 0.07%
3,849
IEUR icon
75
iShares Core MSCI Europe ETF
IEUR
$7.53B
$397K 0.07%
5,835
1 2
3
4