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
$426M
AUM Growth
-$636K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$212K
3
+$202K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$179K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$91.1K

Top Sells

1
+$589K
2
+$512K
3
+$386K
4
MSFT icon
Microsoft
MSFT
+$386K
5
AAPL icon
Apple
AAPL
+$368K

Sector Composition

1 Financials 29.51%
2 Technology 15.6%
3 Healthcare 9.75%
4 Energy 9.57%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$612K 0.14%
10,940
+12
52
$480K 0.11%
3,420
-105
53
$468K 0.11%
7,949
-10,000
54
$464K 0.11%
9,109
55
$458K 0.11%
5,646
+592
56
$450K 0.11%
3,413
+176
57
$411K 0.1%
8,149
58
$402K 0.09%
7,188
-2
59
$397K 0.09%
702
+41
60
$388K 0.09%
1,356
-201
61
$376K 0.09%
1,245
+55
62
$366K 0.09%
8,009
+112
63
$365K 0.09%
1,360
+39
64
$335K 0.08%
1,000
65
$329K 0.08%
2,266
+77
66
$327K 0.08%
1,199
-4
67
$316K 0.07%
10,382
+5
68
$313K 0.07%
6,608
69
$308K 0.07%
1,169
+1
70
$254K 0.06%
1,552
71
$253K 0.06%
471
-102
72
$246K 0.06%
1,968
+2
73
$245K 0.06%
4,225
-56
74
$227K 0.05%
5,332
-15
75
$220K 0.05%
431
+7
1 2
3
4