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
$449M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.09M
3
+$3M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.42M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.62M

Top Sells

1
+$2.73M
2
+$1.32M
3
+$976K
4
BAC icon
Bank of America
BAC
+$560K
5
PG icon
Procter & Gamble
PG
+$519K

Sector Composition

1 Financials 26.96%
2 Communication Services 16.94%
3 Technology 15.83%
4 Industrials 12.58%
5 Healthcare 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$500K 0.11%
2,306
-3
52
$474K 0.11%
6,602
+2
53
$432K 0.1%
7,147
+11
54
$410K 0.09%
2,620
+370
55
$408K 0.09%
6,166
-3,638
56
$404K 0.09%
1,585
57
$384K 0.09%
10,315
+15
58
$381K 0.08%
672
+7
59
$381K 0.08%
7,403
-2,674
60
$355K 0.08%
1,716
+8
61
$313K 0.07%
9,952
+2,600
62
$311K 0.07%
1,159
+4
63
$305K 0.07%
2,168
+13
64
$290K 0.06%
1,291
+10
65
$283K 0.06%
682
+13
66
$271K 0.06%
4,349
+30
67
$271K 0.06%
1,954
+4
68
$246K 0.05%
1,539
-185
69
$229K 0.05%
403
+3
70
$203K 0.05%
2,368
-5,884
71
$202K 0.04%
+1,727
72
$201K 0.04%
+1,486
73
– –
-9,077
74
– –
-2,374
75
– –
-4,533
1 2
3