HCM

Hutchinson Capital Management Portfolio holdings

AUM $544M
1-Year Est. Return 9.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$3.48M
3
+$2.77M
4
DCRE icon
DoubleLine Commercial Real Estate Debt ETF
DCRE
+$2.09M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$737K

Top Sells

1
+$9.96M
2
+$490K
3
+$489K
4
WFC icon
Wells Fargo
WFC
+$303K
5
J icon
Jacobs Solutions
J
+$279K

Sector Composition

1 Financials 28.81%
2 Technology 19.15%
3 Communication Services 7.68%
4 Healthcare 7.07%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$390K 0.07%
1,283
77
$385K 0.07%
1,363
78
$360K 0.06%
2,108
79
$358K 0.06%
469
+1
80
$318K 0.06%
2,953
+13
81
$315K 0.05%
429
+4
82
$303K 0.05%
6,612
+2
83
$295K 0.05%
806
84
$249K 0.04%
1,084
85
$243K 0.04%
10,451
86
$238K 0.04%
9,968
87
$232K 0.04%
+770
88
$227K 0.04%
4,441
89
$223K 0.04%
392
-1
90
$212K 0.04%
+753
91
$212K 0.04%
+914
92
$209K 0.04%
1,374
93
$208K 0.04%
1,911
-550
94
$205K 0.04%
1,261
-136
95
$202K 0.03%
+4,700
96
$201K 0.03%
+2,101
97
$35.1K 0.01%
15,600
98
– –
-148,230
1 2 3
4