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
$426M
AUM Growth
-$636K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$212K
3
+$202K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$179K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$91.1K

Top Sells

1
+$589K
2
+$512K
3
+$386K
4
MSFT icon
Microsoft
MSFT
+$386K
5
AAPL icon
Apple
AAPL
+$368K

Sector Composition

1 Financials 29.51%
2 Technology 15.6%
3 Healthcare 9.75%
4 Energy 9.57%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.8M 7.7%
93,524
-1,463
2
$26.4M 6.19%
153,946
-2,148
3
$22.7M 5.34%
71,946
-1,221
4
$20.3M 4.78%
180,237
-1,794
5
$19.8M 4.65%
142,040
-1,154
6
$19.5M 4.59%
713,730
-7,382
7
$18.9M 4.44%
144,328
-1,373
8
$16.3M 3.84%
80,583
-716
9
$15.9M 3.74%
174,993
-1,477
10
$15.5M 3.63%
131,540
-1,045
11
$13.8M 3.25%
213,285
-1,427
12
$13.6M 3.19%
184,997
-2,059
13
$12.8M 3%
8,681
-73
14
$12.1M 2.85%
125,175
-766
15
$11.9M 2.79%
255,080
16
$11.3M 2.65%
159,437
-1,372
17
$11.1M 2.6%
158,748
-1,558
18
$10.3M 2.43%
244,005
-2,108
19
$9.7M 2.28%
35,384
-292
20
$9.09M 2.13%
14,758
-167
21
$9.08M 2.13%
90,715
-595
22
$8.97M 2.11%
+60,101
23
$8.25M 1.94%
58,220
-311
24
$7.72M 1.81%
17,554
-197
25
$5.89M 1.39%
224,983
1
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