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
$528M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.79M
3
+$4M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.07M
5
CVX icon
Chevron
CVX
+$252K

Top Sells

1
+$6.35M
2
+$4.02M
3
+$539K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$337K
5
PGR icon
Progressive
PGR
+$307K

Sector Composition

1 Financials 27.47%
2 Technology 16.92%
3 Healthcare 11.92%
4 Consumer Discretionary 7.94%
5 Industrials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.19%
27,187
52
$929K 0.18%
3,379
+199
53
$926K 0.18%
32,012
-2,092
54
$819K 0.16%
3,670
-11
55
$785K 0.15%
10,927
-18
56
$737K 0.14%
3,332
-5
57
$655K 0.12%
3,122
+1
58
$619K 0.12%
3,640
-65
59
$585K 0.11%
3,501
+9
60
$547K 0.1%
6,779
+9
61
$547K 0.1%
9,835
+1,080
62
$527K 0.1%
14,177
+6,426
63
$524K 0.1%
5,450
-24
64
$485K 0.09%
9,501
+392
65
$471K 0.09%
10,429
+9
66
$448K 0.08%
1,105
-155
67
$439K 0.08%
1,362
+1
68
$423K 0.08%
477
-3
69
$398K 0.08%
1,017
70
$377K 0.07%
892
71
$365K 0.07%
1,359
+1
72
$362K 0.07%
5,033
-325
73
$359K 0.07%
6,612
-1
74
$358K 0.07%
1,174
75
$350K 0.07%
1,552
1 2
3
4