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
$449M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.09M
3
+$3M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.42M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.62M

Top Sells

1
+$2.73M
2
+$1.32M
3
+$976K
4
BAC icon
Bank of America
BAC
+$560K
5
PG icon
Procter & Gamble
PG
+$519K

Sector Composition

1 Financials 26.96%
2 Communication Services 16.94%
3 Technology 15.83%
4 Industrials 12.58%
5 Healthcare 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.6M 6.8%
686,951
-12,591
2
$28.3M 6.3%
159,570
-711
3
$27.3M 6.06%
91,163
-89
4
$23.8M 5.3%
70,795
-3,923
5
$21.7M 4.82%
194,178
-4,571
6
$21.3M 4.74%
619,364
+87,189
7
$20.9M 4.65%
203,430
-53
8
$20.1M 4.47%
16,287
+18
9
$18.7M 4.15%
162,158
-626
10
$18.7M 4.15%
128,589
-1,072
11
$17.5M 3.89%
68,856
+77
12
$17.4M 3.88%
120,260
+60
13
$17.2M 3.82%
131,908
-1,243
14
$17M 3.77%
164,340
-2,530
15
$13.8M 3.07%
85,648
+5,188
16
$13.2M 2.94%
615,039
+188,620
17
$13.1M 2.9%
233,040
+120
18
$12.8M 2.84%
7,233
+27
19
$11.4M 2.53%
17,469
+11
20
$10.1M 2.25%
242,173
-65,354
21
$9.11M 2.03%
121,283
-2,395
22
$8.47M 1.88%
138,455
-5,364
23
$8.36M 1.86%
109,096
-1,365
24
$6.93M 1.54%
44,715
+468
25
$3.09M 0.69%
+28,800
1
2 3