HCM

Hudson Capital Management Portfolio holdings

AUM $377M
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$726K
3
+$641K
4
BMY icon
Bristol-Myers Squibb
BMY
+$350K
5
CRM icon
Salesforce
CRM
+$328K

Top Sells

1
+$1.32M
2
+$1.03M
3
+$646K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$541K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$474K

Sector Composition

1 Technology 12.87%
2 Financials 5.18%
3 Healthcare 5.15%
4 Consumer Discretionary 4.93%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BOND icon
1
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.53B
$35.1M 9.31%
375,764
+60,822
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$135B
$26.2M 6.96%
261,518
-1,657
IEFA icon
3
iShares Core MSCI EAFE ETF
IEFA
$160B
$21.4M 5.68%
245,222
+395
IJK icon
4
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.11B
$18M 4.79%
188,098
+2,902
BSCP icon
5
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.37B
$14.8M 3.92%
713,037
+8,943
LQD icon
6
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
$14.4M 3.84%
129,618
+500
PSC icon
7
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$1.47B
$10.2M 2.71%
179,070
+4,120
MBB icon
8
iShares MBS ETF
MBB
$39.2B
$9.89M 2.63%
103,932
+496
GLDM icon
9
SPDR Gold MiniShares Trust
GLDM
$24B
$9.3M 2.47%
121,660
-5,593
BSCQ icon
10
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.26B
$8.66M 2.3%
442,842
+32,792
IEMG icon
11
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$8.4M 2.23%
127,364
+342
AAPL icon
12
Apple
AAPL
$4.25T
$7.66M 2.03%
30,094
+755
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$3.8T
$7.52M 2%
30,938
-459
JPM icon
14
JPMorgan Chase
JPM
$838B
$7.4M 1.97%
23,470
-294
AVGO icon
15
Broadcom
AVGO
$1.75T
$7.39M 1.96%
22,392
-4,010
ADP icon
16
Automatic Data Processing
ADP
$105B
$6.86M 1.82%
23,371
VST icon
17
Vistra
VST
$57.5B
$6.45M 1.71%
32,942
-5,277
WMT icon
18
Walmart
WMT
$897B
$6.42M 1.7%
62,306
+286
BAC icon
19
Bank of America
BAC
$392B
$6.37M 1.69%
123,552
+649
CBRE icon
20
CBRE Group
CBRE
$47.8B
$6.37M 1.69%
40,428
-238
EBAY icon
21
eBay
EBAY
$37.8B
$6.34M 1.68%
69,731
-7,099
GM icon
22
General Motors
GM
$69.4B
$6.22M 1.65%
102,013
+740
T icon
23
AT&T
T
$182B
$6.16M 1.63%
217,970
-4,934
VLO icon
24
Valero Energy
VLO
$54.7B
$5.99M 1.59%
35,205
+589
BAC.PRL icon
25
Bank of America Series L
BAC.PRL
$3.85B
$5.94M 1.58%
4,638
+32
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