HFA

Hutchinson Financial Advisors Portfolio holdings

AUM $102M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.3M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$4.64M
2 +$3.38M
3 +$2.91M
4
V icon
Visa
V
+$2.84M
5
BRK.B icon
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 Change
in Stake
Capital Flow
ASHR icon
51
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.34B
$631K 0.71%
+22,906
ECL icon
52
Ecolab
ECL
$78.6B
$611K 0.68%
+2,268
COR icon
53
Cencora
COR
$64.5B
$544K 0.61%
+1,815
URA icon
54
Global X Uranium ETF
URA
$5.46B
$525K 0.59%
+13,539
NVDA icon
55
NVIDIA
NVDA
$4.53T
$470K 0.53%
+2,975
VOO icon
56
Vanguard S&P 500 ETF
VOO
$771B
$253K 0.28%
+445
WFC icon
57
Wells Fargo
WFC
$272B
$251K 0.28%
+3,129
GSK icon
58
GSK
GSK
$86.9B
$202K 0.23%
+5,255