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

Top Buys

1
+$11.5M
2
+$2.95M
3
+$2.79M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M
5
CMCSA icon
Comcast
CMCSA
+$1.71M

Top Sells

1
+$7.88M
2
+$4.25M
3
+$692K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$569K
5
J icon
Jacobs Solutions
J
+$467K

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
76
$316K 0.06%
2,000
+31
77
$315K 0.06%
2,108
-1
78
$314K 0.06%
425
-5
79
$301K 0.05%
6,610
-3
80
$282K 0.05%
+5,416
81
$279K 0.05%
+4,180
82
$274K 0.05%
806
83
$267K 0.05%
1,084
-6
84
$265K 0.05%
2,940
-30
85
$254K 0.05%
1,397
+136
86
$234K 0.04%
9,968
87
$231K 0.04%
10,451
88
$226K 0.04%
4,441
89
$224K 0.04%
2,461
-2,572
90
$221K 0.04%
393
+1
91
$204K 0.04%
1,374
-601
92
$38.7K 0.01%
15,600
93
– –
-4,230
94
– –
-518
95
– –
-2,054
96
– –
-144,472
97
– –
-2,268
1 2 3
4