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
BAC icon
26
Bank of America
BAC
$384B
$6.28M 1.62%
128,890
+6,140
IJR icon
27
iShares Core S&P Small-Cap ETF
IJR
$101B
$5.82M 1.5%
46,787
-513
BAC.PRL icon
28
Bank of America Series L
BAC.PRL
$3.79B
$5.8M 1.5%
4,871
+188
ZM icon
29
Zoom
ZM
$25.9B
$5.8M 1.5%
72,148
+4,986
WFC.PRL icon
30
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.78B
$5.75M 1.49%
4,978
+166
CBRE icon
31
CBRE Group
CBRE
$44.4B
$5.73M 1.48%
42,302
+2,151
PHM icon
32
Pultegroup
PHM
$24.2B
$5.56M 1.44%
47,256
+3,010
VST icon
33
Vistra
VST
$55.3B
$5.52M 1.43%
36,729
+3,624
PG icon
34
Procter & Gamble
PG
$341B
$5.18M 1.34%
35,882
+4,357
CI icon
35
Cigna
CI
$73.5B
$5.09M 1.32%
19,084
+2,266
PRU icon
36
Prudential Financial
PRU
$35.4B
$4.96M 1.28%
50,790
+6,098
CRM icon
37
Salesforce
CRM
$168B
$4.92M 1.27%
26,368
+6,643
CTSH icon
38
Cognizant
CTSH
$29.3B
$4.86M 1.26%
79,220
+12,113
QCOM icon
39
Qualcomm
QCOM
$145B
$4.82M 1.25%
37,431
+5,504
IVE icon
40
iShares S&P 500 Value ETF
IVE
$48.7B
$4.07M 1.05%
19,266
-1,298
BAB icon
41
Invesco Taxable Municipal Bond ETF
BAB
$1.04B
$3.28M 0.85%
121,715
+11,691
IVW icon
42
iShares S&P 500 Growth ETF
IVW
$69.2B
$2.66M 0.69%
23,503
-924
ADP icon
43
Automatic Data Processing
ADP
$80.7B
$1.98M 0.51%
9,745
-13,626
GLD icon
44
SPDR Gold Trust
GLD
$164B
$1.98M 0.51%
4,596
-176
NVDA icon
45
NVIDIA
NVDA
$4.9T
$1.1M 0.28%
6,298
+1,858
VTI icon
46
Vanguard Total Stock Market ETF
VTI
$612B
$928K 0.24%
2,891
+5
IVV icon
47
iShares Core S&P 500 ETF
IVV
$782B
$848K 0.22%
1,298
+49
IWF icon
48
iShares Russell 1000 Growth ETF
IWF
$125B
$651K 0.17%
1,527
-4
VGT icon
49
Vanguard Information Technology ETF
VGT
$121B
$569K 0.15%
815
-25
XOM icon
50
Exxon Mobil
XOM
$609B
$459K 0.12%
+2,706
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