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
$530M
AUM Growth
+$2.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$2.12M
3
+$1.59M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$967K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$776K

Top Sells

1
+$4.25M
2
+$2.26M
3
+$780K
4
AAPL icon
Apple
AAPL
+$562K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Financials 28.47%
2 Technology 17.13%
3 Healthcare 10.3%
4 Consumer Discretionary 8.26%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.21%
3,446
+67
52
$1.01M 0.19%
7,465
53
$922K 0.17%
27,187
54
$780K 0.15%
3,670
55
$732K 0.14%
3,332
56
$723K 0.14%
27,246
-4,766
57
$677K 0.13%
3,555
+54
58
$657K 0.12%
3,124
+2
59
$652K 0.12%
10,477
-450
60
$590K 0.11%
5,299
-151
61
$549K 0.1%
6,779
62
$537K 0.1%
14,177
63
$496K 0.09%
10,432
+3
64
$483K 0.09%
9,501
65
$453K 0.09%
2,977
-663
66
$430K 0.08%
1,106
+1
67
$389K 0.07%
1,360
+1
68
$387K 0.07%
5,033
69
$384K 0.07%
+15,026
70
$372K 0.07%
1,283
+109
71
$369K 0.07%
1,017
72
$364K 0.07%
2,109
+1
73
$361K 0.07%
468
-9
74
$361K 0.07%
1,552
75
$354K 0.07%
833
-59
1 2
3
4