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
$528M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.79M
3
+$4M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.07M
5
CVX icon
Chevron
CVX
+$252K

Top Sells

1
+$6.35M
2
+$4.02M
3
+$539K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$337K
5
PGR icon
Progressive
PGR
+$307K

Sector Composition

1 Financials 27.47%
2 Technology 16.92%
3 Healthcare 11.92%
4 Consumer Discretionary 7.94%
5 Industrials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$323K 0.06%
2,108
+95
77
$311K 0.06%
3,974
78
$276K 0.05%
1,974
79
$269K 0.05%
519
+93
80
$257K 0.05%
12,484
81
$256K 0.05%
2,111
+248
82
$253K 0.05%
806
83
$240K 0.05%
2,111
+62
84
$226K 0.04%
4,441
85
$222K 0.04%
+4,298
86
$219K 0.04%
1,089
87
$213K 0.04%
+1,760
88
$211K 0.04%
+368
89
$53.4K 0.01%
23,200
90
– –
-1,317
91
– –
-1,939
1 2 3
4