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
$387M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$628K
3
+$461K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$429K
5
ABBV icon
AbbVie
ABBV
+$203K

Top Sells

1
+$5.05M
2
+$1.76M
3
+$1.22M
4
DE icon
Deere & Co
DE
+$1.13M
5
MSFT icon
Microsoft
MSFT
+$719K

Sector Composition

1 Financials 31.17%
2 Technology 14.36%
3 Energy 10.41%
4 Communication Services 9.76%
5 Healthcare 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$402K 0.1%
4,787
-22
52
$402K 0.1%
1,561
-981
53
$401K 0.1%
6,606
54
$380K 0.1%
4,278
-22
55
$350K 0.09%
4,029
-15
56
$346K 0.09%
1,317
-3
57
$331K 0.09%
1,000
58
$330K 0.09%
10,344
-11
59
$318K 0.08%
2,868
-4,325
60
$313K 0.08%
4,350
+13
61
$307K 0.08%
1,165
-1
62
$302K 0.08%
662
-6
63
$286K 0.07%
1,195
-501
64
$251K 0.06%
1,962
+1
65
$243K 0.06%
5,331
-4,997
66
$228K 0.06%
2,077
67
$203K 0.05%
+1,255
68
$202K 0.05%
+553
69
$202K 0.05%
+2,001
70
– –
-3,385
71
– –
-6,172
72
– –
-2,575
1 2
3