HCM

Hudson Capital Management Portfolio holdings

AUM $353M
1-Year Est. Return 15.41%
This Quarter Est. Return
1 Year Est. Return
+15.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$8M
3
+$541K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$474K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$340K

Top Sells

1
+$8.42M
2
+$1.43M
3
+$887K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$646K
5
AVGO icon
Broadcom
AVGO
+$532K

Sector Composition

1 Technology 13.27%
2 Healthcare 5.32%
3 Financials 5.22%
4 Consumer Discretionary 4.39%
5 Communication Services 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC.PRL icon
26
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.95B
$5.49M 1.56%
4,678
-1
IJJ icon
27
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.9B
$5.41M 1.54%
43,796
+304
ZM icon
28
Zoom
ZM
$23.9B
$5.04M 1.43%
64,694
+123
GM icon
29
General Motors
GM
$55.6B
$4.98M 1.41%
101,273
+1,123
CI icon
30
Cigna
CI
$79.9B
$4.83M 1.37%
14,604
+191
CRM icon
31
Salesforce
CRM
$231B
$4.69M 1.33%
17,209
+563
CTSH icon
32
Cognizant
CTSH
$32.3B
$4.69M 1.33%
60,092
+588
CAT icon
33
Caterpillar
CAT
$247B
$4.67M 1.33%
12,032
+485
VLO icon
34
Valero Energy
VLO
$49B
$4.65M 1.32%
34,616
+1,105
QCOM icon
35
Qualcomm
QCOM
$176B
$4.61M 1.31%
28,975
+971
PHM icon
36
Pultegroup
PHM
$24.6B
$4.51M 1.28%
42,762
+1,457
NUE icon
37
Nucor
NUE
$30.2B
$4.51M 1.28%
34,784
+2,154
PCAR icon
38
PACCAR
PCAR
$49.7B
$4.49M 1.27%
47,253
+1,697
PG icon
39
Procter & Gamble
PG
$354B
$4.46M 1.27%
28,004
+474
PRU icon
40
Prudential Financial
PRU
$35.4B
$4.4M 1.25%
40,939
+211
BMY icon
41
Bristol-Myers Squibb
BMY
$88.8B
$4.11M 1.17%
88,864
+2,551
IVE icon
42
iShares S&P 500 Value ETF
IVE
$41.7B
$3.98M 1.13%
20,376
-3,306
REGN icon
43
Regeneron Pharmaceuticals
REGN
$61.3B
$3.21M 0.91%
6,105
+647
BAB icon
44
Invesco Taxable Municipal Bond ETF
BAB
$931M
$2.94M 0.83%
110,915
-3,038
IVW icon
45
iShares S&P 500 Growth ETF
IVW
$65.8B
$2.82M 0.8%
25,620
-13,018
GLD icon
46
SPDR Gold Trust
GLD
$135B
$1.54M 0.44%
5,059
-404
VTI icon
47
Vanguard Total Stock Market ETF
VTI
$543B
$894K 0.25%
2,940
+4
IJR icon
48
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$861K 0.24%
7,874
-77,023
IVV icon
49
iShares Core S&P 500 ETF
IVV
$660B
$850K 0.24%
1,369
NVDA icon
50
NVIDIA
NVDA
$4.46T
$701K 0.2%
4,440
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