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
$548M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$2.95M
3
+$2.79M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M
5
CMCSA icon
Comcast
CMCSA
+$1.71M

Top Sells

1
+$7.88M
2
+$4.25M
3
+$692K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$569K
5
J icon
Jacobs Solutions
J
+$467K

Sector Composition

1 Financials 30.02%
2 Technology 19.05%
3 Consumer Discretionary 7.34%
4 Communication Services 6.67%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.2%
27,187
52
$1.07M 0.2%
4,653
-352
53
$1.07M 0.19%
3,007
-277
54
$993K 0.18%
7,465
55
$983K 0.18%
3,334
+5
56
$900K 0.16%
3,125
-1
57
$662K 0.12%
9,350
58
$636K 0.12%
3,587
+9
59
$636K 0.12%
5,130
-64
60
$585K 0.11%
24,135
+39
61
$556K 0.1%
14,177
62
$548K 0.1%
10,426
-4
63
$539K 0.1%
6,779
64
$519K 0.09%
19,344
+4,081
65
$471K 0.09%
9,226
-138
66
$451K 0.08%
1,359
-1
67
$437K 0.08%
2,000
-1,395
68
$394K 0.07%
1,016
-1
69
$393K 0.07%
1,072
-37
70
$388K 0.07%
2,936
71
$386K 0.07%
+5,835
72
$381K 0.07%
1,363
-1
73
$375K 0.07%
1,283
74
$365K 0.07%
468
75
$337K 0.06%
3,849
1 2
3
4