HCM

Hutchinson Capital Management Portfolio holdings

AUM $583M
1-Year Est. Return 13.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$459M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$882K
3
+$651K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$573K
5
XOM icon
Exxon Mobil
XOM
+$306K

Top Sells

1
+$4.57M
2
+$2.04M
3
+$739K
4
OXY icon
Occidental Petroleum
OXY
+$604K
5
BAC icon
Bank of America
BAC
+$572K

Sector Composition

1 Financials 31.26%
2 Technology 16.19%
3 Healthcare 10.24%
4 Industrials 8.75%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$631K 0.14%
3,716
-68
52
$600K 0.13%
3,117
53
$550K 0.12%
7,949
54
$545K 0.12%
3,334
-86
55
$493K 0.11%
5,462
-184
56
$482K 0.11%
3,421
+8
57
$461K 0.1%
9,109
58
$433K 0.09%
656
-46
59
$431K 0.09%
1,242
-3
60
$420K 0.09%
1,353
-3
61
$420K 0.09%
8,017
+8
62
$413K 0.09%
8,149
63
$394K 0.09%
1,369
+9
64
$378K 0.08%
6,765
-423
65
$375K 0.08%
2,206
-60
66
$351K 0.08%
931
-69
67
$348K 0.08%
1,172
+3
68
$343K 0.07%
6,608
69
$316K 0.07%
10,380
-2
70
$301K 0.07%
1,017
-182
71
$299K 0.07%
3,104
72
$279K 0.06%
5,354
+22
73
$273K 0.06%
468
-3
74
$260K 0.06%
435
+4
75
$257K 0.06%
1,969
+1
1 2
3
4