HFA
Hutchinson Financial Advisors Portfolio holdings
AUM
$102M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$102M
AUM Growth
+$12.5M
(+14%)
Holding
67
Top Buys
| 1 | +$1.92M | |
| 2 | +$1.52M | |
| 3 | +$1.27M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.23M |
| 5 |
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
+$593K |
Top Sells
| 1 | +$774K | |
| 2 | +$503K | |
| 3 | +$474K | |
| 4 |
Oracle
ORCL
|
+$409K |
| 5 |
CrowdStrike
CRWD
|
+$324K |
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 | |
|---|---|---|---|---|---|---|
51
Cencora
COR
$68.1B
| $715K | 0.7% |
2,287
+472
|
|
||
52
Veeva Systems
VEEV
$29.4B
| $709K | 0.7% |
2,379
+57
|
|
||
53
Medtronic
MDT
$112B
| $699K | 0.69% |
7,343
+83
|
|
||
54
Global X Uranium ETF
URA
$6.88B
| $645K | 0.63% |
13,539
|
|
||
55
Ecolab
ECL
$77.3B
| $621K | 0.61% |
2,268
|
|
||
56
NVIDIA
NVDA
$4.38T
| $570K | 0.56% |
3,055
+80
|
|
||
|
FISV
57
Fiserv Inc
FISV
$30.3B
| $476K | 0.47% |
3,690
|
|
||
58
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.95B
| $399K | 0.39% |
+15,645
|
|
||
59
Wells Fargo
WFC
$229B
| $306K | 0.3% |
3,655
+526
|
|
||
60
Coca-Cola
KO
$333B
| $288K | 0.28% |
+4,341
|
|
||
61
Viking Therapeutics
VKTX
$4.12B
| $285K | 0.28% |
+10,842
|
|
||
62
Vanguard S&P 500 ETF
VOO
$842B
| $266K | 0.26% |
435
-10
|
|
||
63
Verizon
VZ
$217B
| $257K | 0.25% |
+5,853
|
|
||
64
GSK
GSK
$107B
| $235K | 0.23% |
5,451
+196
|
|
||
65
Corning
GLW
$111B
| $231K | 0.23% |
+2,822
|
|
||
66
Philip Morris
PM
$272B
| $213K | 0.21% |
+1,312
|
|
||
67
Sherwin-Williams
SHW
$79.2B
| $209K | 0.21% |
+605
|
|