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

Top Buys

1
+$12.7M
2
+$2.96M
3
+$2.8M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.85M
5
CMCSA icon
Comcast
CMCSA
+$1.77M

Top Sells

1
+$7.88M
2
+$4.53M
3
+$697K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$544K
5
MSFT icon
Microsoft
MSFT
+$526K

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
NVDA icon
76
NVIDIA
NVDA
$5.03T
$316K 0.06%
2,000
+31
BX icon
77
Blackstone
BX
$119B
$315K 0.06%
2,108
-1
META icon
78
Meta Platforms (Facebook)
META
$1.89T
$314K 0.06%
425
-5
CWT icon
79
California Water Service
CWT
$2.88B
$301K 0.05%
6,610
-3
GDX icon
80
VanEck Gold Miners ETF
GDX
$21B
$282K 0.05%
+5,416
DCOR icon
81
Dimensional US Core Equity 1 ETF
DCOR
$2.18B
$279K 0.05%
+4,180
IWB icon
82
iShares Russell 1000 ETF
IWB
$46.3B
$274K 0.05%
806
RSG icon
83
Republic Services
RSG
$66.4B
$267K 0.05%
1,084
-6
ORLY icon
84
O'Reilly Automotive
ORLY
$80.7B
$265K 0.05%
2,940
-30
PM icon
85
Philip Morris
PM
$230B
$254K 0.05%
1,397
+136
DFAR icon
86
Dimensional US Real Estate ETF
DFAR
$1.38B
$234K 0.04%
9,968
SCHF icon
87
Schwab International Equity ETF
SCHF
$53.3B
$231K 0.04%
10,451
JMST icon
88
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.68B
$226K 0.04%
4,441
BK icon
89
Bank of New York Mellon
BK
$75.2B
$224K 0.04%
2,461
-2,572
MA icon
90
Mastercard
MA
$502B
$221K 0.04%
393
+1
YUM icon
91
Yum! Brands
YUM
$38.9B
$204K 0.04%
1,374
-601
AMTX icon
92
Aemetis
AMTX
$149M
$38.7K 0.01%
15,600
BMY icon
93
Bristol-Myers Squibb
BMY
$87.5B
– –
-4,230
DIA icon
94
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.9B
– –
-518
OKE icon
95
Oneok
OKE
$42.8B
– –
-2,054
RHI icon
96
Robert Half
RHI
$2.93B
– –
-144,472
XLK icon
97
Technology Select Sector SPDR Fund
XLK
$100B
– –
-1,134
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