HFA
Hutchinson Financial Advisors Portfolio holdings
AUM
$89.3M
This Quarter Return
+10.54%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$89.3M
AUM Growth
–
Cap. Flow
+$89.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.25%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
+$4.64M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$3.38M |
| 3 |
Honeywell
HON
|
+$2.91M |
| 4 |
Visa
V
|
+$2.84M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$2.83M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 23.71% |
| 2 | Financials | 17.21% |
| 3 | Healthcare | 8.96% |
| 4 | Communication Services | 8.07% |
| 5 | Energy | 7.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.31B
| $631K | 0.71% |
+22,906
| New | +$631K |
|
52
Ecolab
ECL
$76.8B
| $611K | 0.68% |
+2,268
| New | +$611K |
|
53
Cencora
COR
$57.7B
| $544K | 0.61% |
+1,815
| New | +$544K |
|
54
Global X Uranium ETF
URA
$4.25B
| $525K | 0.59% |
+13,539
| New | +$525K |
|
55
NVIDIA
NVDA
$4.08T
| $470K | 0.53% |
+2,975
| New | +$470K |
|
56
Vanguard S&P 500 ETF
VOO
$729B
| $253K | 0.28% |
+445
| New | +$253K |
|
57
Wells Fargo
WFC
$260B
| $251K | 0.28% |
+3,129
| New | +$251K |
|
58
GSK
GSK
$81.6B
| $202K | 0.23% |
+5,255
| New | +$202K |
|