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
$386M
AUM Growth
-$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$2.86M
3
+$2.75M
4
STOR
STORE Capital Corporation
STOR
+$2.28M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.13M

Top Sells

1
+$6.82M
2
+$2.92M
3
+$2.42M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.53M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$732K

Sector Composition

1 Financials 29.3%
2 Communication Services 14.93%
3 Technology 14.36%
4 Industrials 13.15%
5 Healthcare 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-21,600
77
– –
-2,744
1 2 3
4