Asset Manager
← All Institutions
Hutchinson Financial Advisors, INC
Market Value
$0
-100.0%
Holdings
67
New Purchases
0
Added To
0
Closed
67
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 22 | $0 | 0% |
| Large Cap | 37 | $0 | 0% |
| Mid Cap | 8 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$528.6B
Median Market Cap
$124.7B
Avg P/E
24.7
Median P/E
22.6
Avg Dividend Yield
0.02%
Avg Beta
0.83
# Stocks
53
# ETFs / Funds
14
Top Holdings (67 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | KO | —% | — | — | — | -$288K | -4,341 | -100.0% | SOLD |
| 2 | DIS | —% | — | — | — | -$1M | -9,096 | -100.0% | SOLD |
| 3 | UBER | —% | — | — | — | -$3M | -27,114 | -100.0% | SOLD |
| 4 | XOM | —% | — | — | — | -$2M | -18,799 | -100.0% | SOLD |
| 5 | VEEV | —% | — | — | — | -$709K | -2,379 | -100.0% | SOLD |
| 6 | IQV | —% | — | — | — | -$2M | -8,036 | -100.0% | SOLD |
| 7 | ECL | —% | — | — | — | -$621K | -2,268 | -100.0% | SOLD |
| 8 | BAC | —% | — | — | — | -$2M | -32,732 | -100.0% | SOLD |
| 9 | GSK | —% | — | — | — | -$235K | -5,451 | -100.0% | SOLD |
| 10 | GLW | —% | — | — | — | -$231K | -2,822 | -100.0% | SOLD |
| 11 | VZ | —% | — | — | — | -$257K | -5,853 | -100.0% | SOLD |
| 12 | VAL | —% | — | — | — | -$784K | -16,078 | -100.0% | SOLD |
| 13 | SHW | —% | — | — | — | -$209K | -605 | -100.0% | SOLD |
| 14 | PM | —% | — | — | — | -$213K | -1,312 | -100.0% | SOLD |
| 15 | UL | —% | — | — | — | -$2M | -31,532 | -100.0% | SOLD |
| 16 | JPM | —% | — | — | — | -$2M | -5,478 | -100.0% | SOLD |
| 17 | CRM | —% | — | — | — | -$820K | -3,461 | -100.0% | SOLD |
| 18 | ENB | —% | — | — | — | -$2M | -42,434 | -100.0% | SOLD |
| 19 | AAPL | —% | — | — | — | -$3M | -12,942 | -100.0% | SOLD |
| 20 | BKNG | —% | — | — | — | -$2M | -394 | -100.0% | SOLD |
| 21 | AMZN | —% | — | — | — | -$3M | -12,351 | -100.0% | SOLD |
| 22 | TSM | —% | — | — | — | -$2M | -8,263 | -100.0% | SOLD |
| 23 | RTX | —% | — | — | — | -$1M | -8,394 | -100.0% | SOLD |
| 24 | MDT | —% | — | — | — | -$699K | -7,343 | -100.0% | SOLD |
| 25 | DEO | —% | — | — | — | -$795K | -8,333 | -100.0% | SOLD |
| 26 | GD | —% | — | — | — | -$2M | -5,880 | -100.0% | SOLD |
| 27 | NVDA | —% | — | — | — | -$570K | -3,055 | -100.0% | SOLD |
| 28 | NVS | —% | — | — | — | -$1M | -9,656 | -100.0% | SOLD |
| 29 | MA | —% | — | — | — | -$2M | -2,756 | -100.0% | SOLD |
| 30 | COP | —% | — | — | — | -$2M | -16,778 | -100.0% | SOLD |
| 31 | V | —% | — | — | — | -$3M | -8,378 | -100.0% | SOLD |
| 32 | DOV | —% | — | — | — | -$1M | -8,442 | -100.0% | SOLD |
| 33 | SCHW | —% | — | — | — | -$2M | -25,347 | -100.0% | SOLD |
| 34 | BDX | —% | — | — | — | -$1M | -6,065 | -100.0% | SOLD |
| 35 | SPDW | —% | — | — | — | -$3M | -63,172 | -100.0% | SOLD |
| 36 | CRWD | —% | — | — | — | -$2M | -3,839 | -100.0% | SOLD |
| 37 | META | —% | — | — | — | -$2M | -2,055 | -100.0% | SOLD |
| 38 | ADI | —% | — | — | — | -$1M | -4,329 | -100.0% | SOLD |
| 39 | ADBE | —% | — | — | — | -$817K | -2,316 | -100.0% | SOLD |
| 40 | ADSK | —% | — | — | — | -$853K | -2,684 | -100.0% | SOLD |
| 41 | SNY | —% | — | — | — | -$1M | -22,436 | -100.0% | SOLD |
| 42 | PEP | —% | — | — | — | -$1M | -9,278 | -100.0% | SOLD |
| 43 | MSFT | —% | — | — | — | -$5M | -9,502 | -100.0% | SOLD |
| 44 | VOO | —% | — | — | — | -$266K | -435 | -100.0% | SOLD |
| 45 | VKTX | —% | — | — | — | -$285K | -10,842 | -100.0% | SOLD |
| 46 | CMCSA | —% | — | — | — | -$1M | -47,667 | -100.0% | SOLD |
| 47 | SPYG | —% | — | — | — | -$1M | -14,112 | -100.0% | SOLD |
| 48 | URA | —% | — | — | — | -$645K | -13,539 | -100.0% | SOLD |
| 49 | GOOGL | —% | — | — | — | -$4M | -15,645 | -100.0% | SOLD |
| 50 | BIL | —% | — | — | — | -$1M | -13,422 | -100.0% | SOLD |
| 51 | JAAA | —% | — | — | — | -$952K | -18,786 | -100.0% | SOLD |
| 52 | SPYV | —% | — | — | — | -$1M | -25,921 | -100.0% | SOLD |
| 53 | ANTM | —% | — | — | — | -$1M | -3,854 | -100.0% | SOLD |
| 54 | FI | —% | — | — | — | -$476K | -3,690 | -100.0% | SOLD |
| 55 | ABC | —% | — | — | — | -$715K | -2,287 | -100.0% | SOLD |
| 56 | SPLG | —% | — | — | — | -$3M | -39,898 | -100.0% | SOLD |
| 57 | BILS | —% | — | — | — | -$3M | -28,803 | -100.0% | SOLD |
| 58 | BK | —% | — | — | — | -$3M | -23,932 | -100.0% | SOLD |
| 59 | WFC | —% | — | — | — | -$306K | -3,655 | -100.0% | SOLD |
| 60 | ORCL | —% | — | — | — | -$2M | -8,795 | -100.0% | SOLD |
| 61 | HON | —% | — | — | — | -$3M | -13,158 | -100.0% | SOLD |
| 62 | BRK-B | —% | — | — | — | -$4M | -7,039 | -100.0% | SOLD |
| 63 | SJNK | —% | — | — | — | -$399K | -15,645 | -100.0% | SOLD |
| 64 | GLDM | —% | — | — | — | -$4M | -48,768 | -100.0% | SOLD |
| 65 | ASHR | —% | — | — | — | -$755K | -22,906 | -100.0% | SOLD |
| 66 | SPYD | —% | — | — | — | -$1M | -23,150 | -100.0% | SOLD |
| 67 | SPAB | —% | — | — | — | -$759K | -29,466 | -100.0% | SOLD |