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HCM
Hutchinson Capital Management Portfolio holdings
AUM
$544M
1-Year Est. Return
9.54%
This Fund
S&P 500
1 Year Est. Return
+9.54%
AUM
$544M
AUM Growth
-$39.2M
(-6.7%)
Holding
103
Top Buys
| 1 | +$14.1M | |
| 2 | +$4.56M | |
| 3 | +$2.91M | |
| 4 |
Simplify MBS ETF
MTBA
|
+$2.19M |
| 5 |
Amazon
AMZN
|
+$2M |
Top Sells
| 1 | +$14.7M | |
| 2 | +$9.57M | |
| 3 | +$7.9M | |
| 4 |
Bank of America
BAC
|
+$6.41M |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
+$1.27M |
Sector Composition
| 1 | Financials | 26.83% |
| 2 | Technology | 20.04% |
| 3 | Energy | 7.2% |
| 4 | Healthcare | 7.09% |
| 5 | Industrials | 6.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Core MSCI Europe ETF
IEUR
$8.51B
| – | – |
-2,905
|
|
||
102
RTX Corp
RTX
$250B
| – | – |
-1,140
|
|
||
|
SCHW
103
Charles Schwab
SCHW
$159B
| – | – |
-2,108
|
|