HCM

Hutchinson Capital Management Portfolio holdings

AUM $544M
1-Year Est. Return 9.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$3.48M
3
+$2.77M
4
DCRE icon
DoubleLine Commercial Real Estate Debt ETF
DCRE
+$2.09M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$737K

Top Sells

1
+$9.96M
2
+$490K
3
+$489K
4
WFC icon
Wells Fargo
WFC
+$303K
5
J icon
Jacobs Solutions
J
+$279K

Sector Composition

1 Financials 28.81%
2 Technology 19.15%
3 Communication Services 7.68%
4 Healthcare 7.07%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.2%
1,226
-161
52
$1.1M 0.19%
4,651
-2
53
$1.06M 0.18%
7,465
54
$1.03M 0.18%
3,004
-3
55
$935K 0.16%
3,315
-19
56
$931K 0.16%
3,125
57
$876K 0.15%
3,597
+10
58
$855K 0.15%
10,426
59
$722K 0.13%
10,041
+5,861
60
$659K 0.11%
15,524
+1,347
61
$620K 0.11%
9,350
62
$609K 0.11%
23,920
-215
63
$608K 0.11%
22,280
+2,936
64
$556K 0.1%
6,779
65
$501K 0.09%
4,373
-757
66
$485K 0.08%
1,016
67
$474K 0.08%
1,357
-2
68
$463K 0.08%
9,068
-158
69
$436K 0.08%
1,075
+3
70
$414K 0.07%
5,416
71
$413K 0.07%
2,213
+213
72
$408K 0.07%
2,902
-34
73
$403K 0.07%
2,000
74
$400K 0.07%
3,849
75
$397K 0.07%
5,835
1 2
3
4