HFA
Hutchinson Financial Advisors Portfolio holdings
AUM
$102M
1 Year Est. Return
–
AUM
$102M
AUM Growth
+$12.5M
(+14%)
Holding
67
Top Buys
| 1 | +$2.14M | |
| 2 | +$1.41M | |
| 3 | +$1.31M | |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.23M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$612K |
Top Sells
| 1 | +$831K | |
| 2 | +$521K | |
| 3 | +$469K | |
| 4 |
Oracle
ORCL
|
+$452K |
| 5 |
CrowdStrike
CRWD
|
+$349K |
Sector Composition
| 1 | Technology | 21.99% |
| 2 | Financials | 16.43% |
| 3 | Healthcare | 8.7% |
| 4 | Communication Services | 7.97% |
| 5 | Industrials | 7.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.89T
| $4.92M | 4.84% |
9,502
+171
|
|
||
2
Alphabet (Google) Class A
GOOGL
$3.14T
| $3.8M | 3.74% |
15,645
+80
|
|
||
3
SPDR Gold MiniShares Trust
GLDM
$22.3B
| $3.72M | 3.66% |
48,768
+27,959
|
|
||
|
4
Berkshire Hathaway Class B
BRK.B
$1.06T
| $3.54M | 3.48% |
7,039
+1,218
|
|
||
5
Apple
AAPL
$3.9T
| $3.3M | 3.24% |
12,942
+243
|
|
||
6
SPDR Portfolio S&P 500 ETF
SPLG
$90B
| $3.12M | 3.07% |
39,898
-6,668
|
|
||
7
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.86B
| $2.87M | 2.82% |
28,803
+5,973
|
|
||
8
Visa
V
$674B
| $2.86M | 2.81% |
8,378
+367
|
|
||
9
Honeywell
HON
$137B
| $2.77M | 2.72% |
13,158
+677
|
|
||
10
Amazon
AMZN
$2.39T
| $2.71M | 2.67% |
12,351
+500
|
|
||
11
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.9B
| $2.7M | 2.65% |
63,172
+30,659
|
|
||
12
Uber
UBER
$196B
| $2.66M | 2.61% |
27,114
+685
|
|
||
13
Bank of New York Mellon
BK
$75.3B
| $2.61M | 2.56% |
23,932
+596
|
|
||
|
14
Oracle
ORCL
$808B
| $2.47M | 2.43% |
8,795
-1,606
|
|
||
15
Charles Schwab
SCHW
$171B
| $2.42M | 2.38% |
25,347
+578
|
|
||
16
TSMC
TSM
$1.53T
| $2.31M | 2.27% |
8,263
+75
|
|
||
17
Enbridge
ENB
$102B
| $2.14M | 2.11% |
42,434
-16,457
|
|
||
18
Booking.com
BKNG
$167B
| $2.13M | 2.09% |
394
|
|
||
19
Exxon Mobil
XOM
$492B
| $2.12M | 2.08% |
18,799
+1,544
|
|
||
20
General Dynamics
GD
$94.8B
| $2.01M | 1.97% |
5,880
+114
|
|
||
|
21
CrowdStrike
CRWD
$132B
| $1.88M | 1.85% |
3,839
-712
|
|
||
22
Unilever
UL
$154B
| $1.87M | 1.84% |
31,532
+669
|
|
||
23
JPMorgan Chase
JPM
$818B
| $1.73M | 1.7% |
5,478
+127
|
|
||
24
Bank of America
BAC
$385B
| $1.69M | 1.66% |
32,732
+31
|
|
||
25
ConocoPhillips
COP
$110B
| $1.59M | 1.56% |
16,778
+137
|
|