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
$530M
AUM Growth
+$2.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$2.12M
3
+$1.59M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$967K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$776K

Top Sells

1
+$4.25M
2
+$2.26M
3
+$780K
4
AAPL icon
Apple
AAPL
+$562K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Financials 28.47%
2 Technology 17.13%
3 Healthcare 10.3%
4 Consumer Discretionary 8.26%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.7M 6.36%
74,362
-169
2
$30.6M 5.78%
122,315
-2,246
3
$29.6M 5.59%
70,329
-1,073
4
$27.8M 5.24%
146,795
+1,885
5
$24.6M 4.63%
102,460
+258
6
$23.2M 4.39%
528,882
-2,029
7
$19.7M 3.72%
149,113
-1,071
8
$18.5M 3.49%
49,826
-143
9
$16.9M 3.2%
33,503
+173
10
$16M 3.03%
257,080
-2,000
11
$16M 3.01%
77,106
-1,889
12
$15.1M 2.85%
165,712
-392
13
$15.1M 2.85%
175,651
+563
14
$14.9M 2.81%
138,328
-103
15
$14.7M 2.78%
8,535
-54
16
$14.6M 2.75%
66,356
-181
17
$14.3M 2.7%
244,459
-819
18
$14.3M 2.7%
423,274
+3,747
19
$13.3M 2.51%
74,697
-563
20
$12.8M 2.41%
36,344
+5
21
$12.8M 2.41%
156,259
-1,903
22
$12.7M 2.4%
99,991
+12,475
23
$10.6M 2%
108,618
+21,703
24
$10.4M 1.97%
148,168
-32,137
25
$8.09M 1.53%
199,701
+17,531
1
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