HCM

Hutchinson Capital Management Portfolio holdings

AUM $544M
1-Year Est. Return 9.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$3.48M
3
+$2.77M
4
DCRE icon
DoubleLine Commercial Real Estate Debt ETF
DCRE
+$2.09M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$737K

Top Sells

1
+$9.96M
2
+$490K
3
+$489K
4
WFC icon
Wells Fargo
WFC
+$303K
5
J icon
Jacobs Solutions
J
+$279K

Sector Composition

1 Financials 28.81%
2 Technology 19.15%
3 Communication Services 7.68%
4 Healthcare 7.07%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.1M 6.25%
71,831
-409
2
$34.6M 5.98%
66,749
-959
3
$34.1M 5.89%
140,126
-2,339
4
$30.2M 5.23%
118,714
-1,210
5
$28.5M 4.93%
551,951
-5,390
6
$25.3M 4.37%
102,315
+2,128
7
$21.2M 3.66%
141,134
-1,944
8
$18M 3.11%
234,504
-1,752
9
$16.4M 2.84%
435,134
+8,245
10
$15.9M 2.76%
258,080
+1,000
11
$15.9M 2.75%
56,861
-395
12
$15.7M 2.72%
8,215
-94
13
$15.6M 2.7%
310,393
+55,169
14
$15.4M 2.67%
43,675
-336
15
$15.3M 2.65%
71,938
-747
16
$14.5M 2.51%
128,881
-1,930
17
$14.4M 2.5%
48,157
-339
18
$14.2M 2.46%
64,624
-185
19
$13.6M 2.35%
160,539
-1,248
20
$13.3M 2.3%
30,933
-200
21
$12.1M 2.1%
49,195
+13,342
22
$11.8M 2.05%
258,475
+14,112
23
$11.5M 1.99%
+78,634
24
$11.1M 1.91%
199,395
-1,422
25
$9.55M 1.65%
56,072
-440
1
2 3 4