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
-$419K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$539K
3
+$522K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$462K
5
HUM icon
Humana
HUM
+$403K

Top Sells

1
+$1.33M
2
+$1.17M
3
+$1.05M
4
DHS icon
WisdomTree US High Dividend Fund
DHS
+$498K
5
ARCC icon
Ares Capital
ARCC
+$475K

Sector Composition

1 Technology 9.74%
2 Financials 7.11%
3 Healthcare 4.84%
4 Industrials 3.33%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 1.11%
6,824
+437
27
$1.48M 1.09%
40,790
+6,747
28
$1.45M 1.06%
65,947
+5,788
29
$1.43M 1.05%
48,591
+8,192
30
$1.4M 1.03%
31,751
+2,406
31
$1.39M 1.02%
40,891
+2,178
32
$1.35M 0.99%
7,253
+1,478
33
$1.32M 0.97%
51,489
+9,107
34
$1.24M 0.91%
9,126
-1,507
35
$1.22M 0.9%
16,146
+1,939
36
$1.19M 0.88%
6,996
+548
37
$1.12M 0.83%
101,852
+525
38
– –
0
39
$1.1M 0.81%
44,735
+7,860
40
$1.09M 0.8%
37,987
+5,299
41
$1.05M 0.78%
13,702
+5,047
42
$1.05M 0.77%
11,332
+1,230
43
$970K 0.71%
17,504
+1,304
44
$961K 0.71%
18,342
+4,797
45
$960K 0.71%
12,871
+2,521
46
$925K 0.68%
15,841
-2,566
47
$914K 0.67%
17,448
-2,612
48
$905K 0.67%
13,106
+1,866
49
$870K 0.64%
14,751
+1,728
50
$803K 0.59%
8,802
-1,957
1
2
3 4