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
$459M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$882K
3
+$651K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$573K
5
XOM icon
Exxon Mobil
XOM
+$306K

Top Sells

1
+$4.57M
2
+$2.04M
3
+$739K
4
OXY icon
Occidental Petroleum
OXY
+$604K
5
BAC icon
Bank of America
BAC
+$572K

Sector Composition

1 Financials 31.26%
2 Technology 16.19%
3 Healthcare 10.24%
4 Industrials 8.75%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$241K 0.05%
7,751
77
$231K 0.05%
12,484
78
$224K 0.05%
2,057
-31
79
$220K 0.05%
4,281
+56
80
$212K 0.05%
+1,923
81
$211K 0.05%
+806
82
$205K 0.04%
1,325
-29
83
$200K 0.04%
+380
1 2 3
4