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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.04M
3
+$6.87M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.18M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.15%
2 Financials 7.35%
3 Healthcare 5.57%
4 Industrials 4.03%
5 Consumer Discretionary 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 1.05%
+10,633
27
$1.4M 1.02%
+34,043
28
$1.39M 1.02%
+29,345
29
$1.34M 0.99%
+40,399
30
$1.3M 0.95%
+6,387
31
$1.29M 0.95%
+38,713
32
$1.26M 0.93%
+60,159
33
$1.22M 0.89%
+20,060
34
$1.17M 0.86%
+9,800
35
$1.15M 0.84%
+36,875
36
$1.14M 0.84%
+10,690
37
$1.12M 0.82%
+6,448
38
– –
0
39
$1.05M 0.77%
+18,407
40
$1.04M 0.76%
+101,327
41
$1.04M 0.76%
+16,200
42
$1.02M 0.75%
+5,775
43
$1.02M 0.75%
+14,207
44
$1.01M 0.74%
+42,382
45
$953K 0.7%
+32,688
46
$928K 0.68%
+10,102
47
$920K 0.68%
+10,759
48
$866K 0.64%
+10,350
49
$839K 0.62%
+11,240
50
$831K 0.61%
+29,631
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