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
$530M
AUM Growth
+$2.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$2.12M
3
+$1.59M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$967K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$776K

Top Sells

1
+$4.25M
2
+$2.26M
3
+$780K
4
AAPL icon
Apple
AAPL
+$562K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Financials 28.47%
2 Technology 17.13%
3 Healthcare 10.3%
4 Consumer Discretionary 8.26%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$354K 0.07%
1,359
-3
77
$325K 0.06%
3,849
-125
78
$303K 0.06%
2,255
+144
79
$300K 0.06%
6,611
-1
80
$265K 0.05%
1,973
-1
81
$260K 0.05%
806
82
$249K 0.05%
425
+57
83
$244K 0.05%
4,319
+21
84
$235K 0.04%
+2,970
85
$232K 0.04%
9,968
-33,535
86
$231K 0.04%
12,484
87
$231K 0.04%
519
88
$225K 0.04%
4,441
89
$219K 0.04%
1,090
+1
90
$215K 0.04%
2,164
+53
91
$208K 0.04%
+2,068
92
$207K 0.04%
+393
93
$62.4K 0.01%
23,200
94
– –
-1,760
1 2 3
4