HCM

Hudson Capital Management Portfolio holdings

AUM $353M
1-Year Est. Return 15.41%
This Quarter Est. Return
1 Year Est. Return
+15.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$8M
3
+$541K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$474K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$340K

Top Sells

1
+$8.42M
2
+$1.43M
3
+$887K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$646K
5
AVGO icon
Broadcom
AVGO
+$532K

Sector Composition

1 Technology 13.27%
2 Healthcare 5.32%
3 Financials 5.22%
4 Consumer Discretionary 4.39%
5 Communication Services 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BOND icon
1
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.96B
$29M 8.24%
314,942
-3,187
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$133B
$26.1M 7.41%
263,175
-4,166
IEFA icon
3
iShares Core MSCI EAFE ETF
IEFA
$157B
$20.4M 5.8%
244,827
-10,623
IJK icon
4
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.12B
$16.8M 4.78%
185,196
+749
BSCP icon
5
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$14.6M 4.13%
704,094
-2,074
LQD icon
6
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
$14.2M 4.01%
129,118
-288
MBB icon
7
iShares MBS ETF
MBB
$41.7B
$9.71M 2.75%
103,436
-484
PSC icon
8
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$969M
$9.32M 2.64%
+174,950
GLDM icon
9
SPDR Gold MiniShares Trust
GLDM
$23B
$8.34M 2.37%
127,253
-3,043
BSCQ icon
10
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.24B
$8M 2.27%
+410,050
IEMG icon
11
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$7.63M 2.16%
127,022
-3,021
VST icon
12
Vistra
VST
$68.2B
$7.41M 2.1%
38,219
-838
AVGO icon
13
Broadcom
AVGO
$1.65T
$7.28M 2.06%
26,402
-1,931
ADP icon
14
Automatic Data Processing
ADP
$114B
$7.21M 2.04%
23,371
JPM icon
15
JPMorgan Chase
JPM
$810B
$6.89M 1.95%
23,764
-156
T icon
16
AT&T
T
$188B
$6.45M 1.83%
222,904
-1,902
WMT icon
17
Walmart
WMT
$859B
$6.06M 1.72%
62,020
-451
AAPL icon
18
Apple
AAPL
$3.74T
$6.02M 1.71%
29,339
+300
GILD icon
19
Gilead Sciences
GILD
$152B
$5.94M 1.68%
53,553
-239
CSCO icon
20
Cisco
CSCO
$277B
$5.87M 1.66%
84,538
-346
BAC icon
21
Bank of America
BAC
$376B
$5.82M 1.65%
122,903
+853
EBAY icon
22
eBay
EBAY
$42B
$5.72M 1.62%
76,830
-564
CBRE icon
23
CBRE Group
CBRE
$46.8B
$5.7M 1.62%
40,666
+34
BAC.PRL icon
24
Bank of America Series L
BAC.PRL
$3.91B
$5.59M 1.58%
4,606
+14
GOOGL icon
25
Alphabet (Google) Class A
GOOGL
$3.06T
$5.53M 1.57%
31,397
+362
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