HCM

Hudson Capital Management Portfolio holdings

AUM $387M
1-Year Est. Return 18.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$3.1M
3
+$1.38M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.29M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.25M

Top Sells

1
+$14.5M
2
+$10.1M
3
+$8.75M
4
ADP icon
Automatic Data Processing
ADP
+$3.12M
5
VLO icon
Valero Energy
VLO
+$797K

Sector Composition

1 Technology 11.8%
2 Healthcare 6.87%
3 Consumer Discretionary 5.08%
4 Financials 4.96%
5 Communication Services 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BOND icon
1
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.81B
$39.5M 10.22%
428,534
+33,215
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$136B
$27.4M 7.08%
275,834
+9,749
BSCQ icon
3
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.97B
$25.7M 6.63%
1,313,892
+63,977
IEFA icon
4
iShares Core MSCI EAFE ETF
IEFA
$184B
$23.2M 6%
256,581
+12,831
IJK icon
5
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.5B
$20.7M 5.36%
206,070
+12,600
PSC icon
6
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$1.97B
$11.3M 2.91%
196,714
+13,823
GLDM icon
7
SPDR Gold MiniShares Trust
GLDM
$31.8B
$10.1M 2.6%
108,723
-5,918
AAPL icon
8
Apple
AAPL
$3.97T
$8.04M 2.08%
31,664
+1,969
AVEM icon
9
Avantis Emerging Markets Equity ETF
AVEM
$22.9B
$7.99M 2.06%
+99,128
WMT icon
10
Walmart Inc
WMT
$1.02T
$7.89M 2.04%
63,462
+1,637
VLO icon
11
Valero Energy
VLO
$66.9B
$7.69M 1.99%
31,135
-3,868
CAT icon
12
Caterpillar
CAT
$370B
$7.58M 1.96%
10,694
-1,091
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$4.13T
$7.4M 1.91%
25,736
-2,302
GILD icon
14
Gilead Sciences
GILD
$171B
$7.36M 1.9%
52,827
+791
GM icon
15
General Motors
GM
$73.5B
$7.07M 1.83%
94,911
-3,393
JPM icon
16
JPMorgan Chase
JPM
$831B
$7.01M 1.81%
23,831
+992
T icon
17
AT&T
T
$185B
$6.96M 1.8%
240,149
+16,766
CSCO icon
18
Cisco
CSCO
$341B
$6.88M 1.78%
88,614
+4,667
EBAY icon
19
eBay
EBAY
$46.9B
$6.65M 1.72%
73,009
+3,305
BMY icon
20
Bristol-Myers Squibb
BMY
$123B
$6.62M 1.71%
109,121
+6,169
AVGO icon
21
Broadcom
AVGO
$1.92T
$6.52M 1.68%
21,064
+960
NUE icon
22
Nucor
NUE
$44.6B
$6.42M 1.66%
37,942
+1,592
REGN icon
23
Regeneron Pharmaceuticals
REGN
$79.4B
$6.38M 1.65%
8,255
+448
IJJ icon
24
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.51B
$6.32M 1.63%
47,676
+2,902
PCAR icon
25
PACCAR
PCAR
$66.4B
$6.29M 1.63%
54,496
+2,581
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