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
$131M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.12M
3
+$547K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$489K
5
IBM icon
IBM
IBM
+$410K

Top Sells

1
+$1.57M
2
+$1.03M
3
+$680K
4
PEG icon
Public Service Enterprise Group
PEG
+$319K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$278K

Sector Composition

1 Technology 10.99%
2 Financials 8.52%
3 Healthcare 6.53%
4 Industrials 3.47%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.1%
43,007
+1,919
27
$1.4M 1.06%
18,098
+337
28
$1.36M 1.03%
18,849
+137
29
$1.3M 0.99%
52,608
+773
30
$1.3M 0.99%
11,435
-48
31
$1.3M 0.99%
19,549
+322
32
$1.28M 0.98%
15,111
-459
33
$1.15M 0.87%
23,851
+401
34
$1.14M 0.87%
42,413
+1,404
35
$1.11M 0.85%
10,734
-6,584
36
$1.1M 0.84%
7,600
+320
37
$1.09M 0.83%
102,578
+726
38
$1.04M 0.8%
3,088
+391
39
$1.04M 0.79%
57,429
+5,684
40
$1.03M 0.79%
16,266
+5,574
41
$975K 0.74%
9,915
+687
42
$867K 0.66%
30,776
-5,584
43
$850K 0.65%
16,041
-740
44
$796K 0.61%
22,264
-3,698
45
$792K 0.6%
18,949
-924
46
$781K 0.6%
14,853
-1,599
47
$754K 0.57%
10,517
+2,488
48
$752K 0.57%
157,032
+48,961
49
$726K 0.55%
10,153
-2,530
50
$660K 0.5%
29,656
-6,800
1
2
3 4