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
GILD icon
26
Gilead Sciences
GILD
$155B
$5.87M 1.56%
52,909
-644
CAT icon
27
Caterpillar
CAT
$277B
$5.86M 1.56%
12,285
+253
WFC.PRL icon
28
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.86B
$5.84M 1.55%
4,731
+53
CSCO icon
29
Cisco
CSCO
$307B
$5.81M 1.54%
84,963
+425
IJJ icon
30
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.95B
$5.74M 1.52%
44,253
+457
PHM icon
31
Pultegroup
PHM
$25.4B
$5.74M 1.52%
43,417
+655
ZM icon
32
Zoom
ZM
$25.4B
$5.46M 1.45%
66,225
+1,531
QCOM icon
33
Qualcomm
QCOM
$187B
$5.13M 1.36%
30,817
+1,842
PCAR icon
34
PACCAR
PCAR
$57B
$4.91M 1.3%
49,918
+2,665
NUE icon
35
Nucor
NUE
$37.7B
$4.84M 1.28%
35,720
+936
PG icon
36
Procter & Gamble
PG
$343B
$4.6M 1.22%
29,912
+1,908
CI icon
37
Cigna
CI
$72.2B
$4.53M 1.2%
15,731
+1,127
PRU icon
38
Prudential Financial
PRU
$38.3B
$4.46M 1.18%
42,977
+2,038
CRM icon
39
Salesforce
CRM
$227B
$4.41M 1.17%
18,593
+1,384
BMY icon
40
Bristol-Myers Squibb
BMY
$104B
$4.36M 1.16%
96,624
+7,760
CTSH icon
41
Cognizant
CTSH
$38.2B
$4.26M 1.13%
63,564
+3,472
REGN icon
42
Regeneron Pharmaceuticals
REGN
$76.1B
$4.16M 1.1%
7,397
+1,292
IVE icon
43
iShares S&P 500 Value ETF
IVE
$47.5B
$4.06M 1.08%
19,643
-733
IVW icon
44
iShares S&P 500 Growth ETF
IVW
$66.8B
$2.95M 0.78%
24,443
-1,177
BAB icon
45
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$2.9M 0.77%
106,145
-4,770
GLD icon
46
SPDR Gold Trust
GLD
$141B
$1.77M 0.47%
4,988
-71
VTI icon
47
Vanguard Total Stock Market ETF
VTI
$565B
$945K 0.25%
2,880
-60
IVV icon
48
iShares Core S&P 500 ETF
IVV
$733B
$913K 0.24%
1,364
-5
IJR icon
49
iShares Core S&P Small-Cap ETF
IJR
$89B
$876K 0.23%
7,374
-500
NVDA icon
50
NVIDIA
NVDA
$4.36T
$828K 0.22%
4,440
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