HCM

Hudson Capital Management Portfolio holdings

AUM $399M
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$4.77M
3
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$639K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$517K

Top Sells

1
+$14.8M
2
+$829K
3
+$818K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$577K
5
SBIT icon
ProShares UltraShort Bitcoin ETF
SBIT
+$317K

Sector Composition

1 Technology 12.8%
2 Healthcare 5.91%
3 Financials 5.05%
4 Consumer Discretionary 4.9%
5 Communication Services 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BOND icon
1
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.54B
$36.8M 9.23%
395,319
+19,555
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$140B
$26.6M 6.67%
266,085
+4,567
BSCQ icon
3
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.15B
$24.5M 6.14%
1,249,915
+807,073
IEFA icon
4
iShares Core MSCI EAFE ETF
IEFA
$173B
$21.8M 5.47%
243,750
-1,472
IJK icon
5
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.82B
$18.7M 4.7%
193,470
+5,372
LQD icon
6
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31B
$14.5M 3.64%
131,765
+2,147
PSC icon
7
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$2.01B
$10.6M 2.65%
182,891
+3,821
MBB icon
8
iShares MBS ETF
MBB
$39.4B
$10.1M 2.53%
105,974
+2,042
GLDM icon
9
SPDR Gold MiniShares Trust
GLDM
$33.1B
$9.79M 2.46%
114,641
-7,019
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$3.67T
$8.78M 2.2%
28,038
-2,900
IEMG icon
11
iShares Core MSCI Emerging Markets ETF
IEMG
$139B
$8.52M 2.14%
126,802
-562
AAPL icon
12
Apple
AAPL
$3.87T
$8.07M 2.03%
29,695
-399
GM icon
13
General Motors
GM
$69.8B
$7.99M 2.01%
98,304
-3,709
JPM icon
14
JPMorgan Chase
JPM
$810B
$7.36M 1.85%
22,839
-631
AVGO icon
15
Broadcom
AVGO
$1.49T
$6.96M 1.75%
20,104
-2,288
WMT icon
16
Walmart Inc
WMT
$1.02T
$6.89M 1.73%
61,825
-481
CAT icon
17
Caterpillar
CAT
$336B
$6.75M 1.69%
11,785
-500
BAC icon
18
Bank of America
BAC
$360B
$6.75M 1.69%
122,750
-802
CSCO icon
19
Cisco
CSCO
$312B
$6.47M 1.62%
83,947
-1,016
CBRE icon
20
CBRE Group
CBRE
$42.1B
$6.46M 1.62%
40,151
-277
GILD icon
21
Gilead Sciences
GILD
$184B
$6.39M 1.6%
52,036
-873
EBAY icon
22
eBay
EBAY
$40.2B
$6.07M 1.52%
69,704
-27
REGN icon
23
Regeneron Pharmaceuticals
REGN
$81.1B
$6.03M 1.51%
7,807
+410
ADP icon
24
Automatic Data Processing
ADP
$87.1B
$6.01M 1.51%
23,371
NUE icon
25
Nucor
NUE
$40.6B
$5.93M 1.49%
36,350
+630
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