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
$528M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.79M
3
+$4M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.07M
5
CVX icon
Chevron
CVX
+$252K

Top Sells

1
+$6.35M
2
+$4.02M
3
+$539K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$337K
5
PGR icon
Progressive
PGR
+$307K

Sector Composition

1 Financials 27.47%
2 Technology 16.92%
3 Healthcare 11.92%
4 Consumer Discretionary 7.94%
5 Industrials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.3M 6.5%
74,531
-1,170
2
$30.7M 5.82%
71,402
-517
3
$29M 5.5%
124,561
-27,273
4
$25.9M 4.91%
102,202
-1,210
5
$24M 4.55%
144,910
-544
6
$21.1M 3.99%
530,911
-2,690
7
$20.8M 3.95%
175,088
-886
8
$19.5M 3.69%
33,330
-351
9
$19.5M 3.69%
150,184
-30,984
10
$18M 3.41%
49,969
-188
11
$16.2M 3.07%
138,431
+6
12
$16.2M 3.07%
166,104
-448
13
$15.8M 2.99%
259,080
+4,000
14
$15M 2.84%
78,995
-1,259
15
$14.3M 2.71%
419,527
+7,371
16
$13.9M 2.64%
245,278
-1,666
17
$13.5M 2.55%
8,589
-93
18
$12.8M 2.43%
36,339
-97
19
$12.4M 2.35%
66,537
+60,767
20
$12.3M 2.33%
87,516
+28,526
21
$12.2M 2.32%
158,162
-1,681
22
$12.2M 2.3%
180,305
-3,409
23
$11.3M 2.13%
75,260
-505
24
$10.3M 1.96%
86,915
-524
25
$8.65M 1.64%
207,034
-678
1
2 3 4