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
$368M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$4.69M
3
+$1.31M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.11M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$943K

Top Sells

1
+$14.8M
2
+$361K
3
+$312K
4
INTC icon
Intel
INTC
+$281K
5
RTX icon
RTX Corp
RTX
+$226K

Sector Composition

1 Financials 29.23%
2 Technology 14.76%
3 Communication Services 11.48%
4 Energy 9.62%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$470K 0.13%
7,178
-8
52
$467K 0.13%
3,931
-12
53
$462K 0.13%
6,172
+10
54
$413K 0.11%
4,300
-20
55
$398K 0.11%
10,328
-16
56
$387K 0.11%
1,402
+8
57
$382K 0.1%
2,575
+19
58
$381K 0.1%
4,044
+408
59
$348K 0.09%
6,606
+4
60
$315K 0.09%
668
-8
61
$308K 0.08%
4,337
-130
62
$301K 0.08%
10,355
+24
63
$297K 0.08%
1,320
-5
64
$287K 0.08%
1,000
65
$278K 0.08%
1,696
-30
66
$269K 0.07%
1,166
+2
67
$209K 0.06%
1,961
+5
68
$201K 0.05%
2,077
+1
69
– –
-7,524
70
– –
-2,623
71
– –
-648
72
– –
-2,347
73
– –
-1,585
74
– –
-270,153
1 2
3