HCM

Hutchinson Capital Management Portfolio holdings

AUM $578M
1-Year Est. Return 10.64%
This Quarter Est. Return
1 Year Est. Return
+10.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$414M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$2.24M
3
+$1.02M
4
VRSN icon
VeriSign
VRSN
+$320K
5
CDK
CDK Global, Inc.
CDK
+$137K

Top Sells

1
+$201K
2
+$186K
3
+$151K
4
RHI icon
Robert Half
RHI
+$73.4K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$69.2K

Sector Composition

1 Financials 28.33%
2 Communication Services 17.44%
3 Technology 14.4%
4 Industrials 14.02%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$470K 0.11%
9,077
52
$428K 0.1%
7,136
53
$389K 0.09%
6,600
54
$376K 0.09%
10,300
55
$375K 0.09%
1,585
56
$373K 0.09%
4,533
57
$328K 0.08%
1,708
58
$327K 0.08%
2,250
59
$299K 0.07%
665
60
$278K 0.07%
1,155
61
$272K 0.07%
1,281
+1
62
$256K 0.06%
4,319
63
$255K 0.06%
2,155
64
$239K 0.06%
1,950
65
$230K 0.06%
400
66
$230K 0.06%
7,352
67
$224K 0.05%
1,724
68
$220K 0.05%
669
69
$211K 0.05%
2,374
70
– –
-7,608
71
– –
-2,777
1 2
3