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
$137M
AUM Growth
+$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.76M
3
+$1.4M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$927K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$888K

Top Sells

1
+$3.86M
2
+$2.12M
3
+$1.47M
4
MBB icon
iShares MBS ETF
MBB
+$1.11M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$660K

Sector Composition

1 Technology 9.34%
2 Financials 7.83%
3 Healthcare 5.73%
4 Consumer Discretionary 3.27%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 1.11%
58,744
+6,136
27
$1.47M 1.07%
38,591
+4,694
28
$1.39M 1.01%
8,813
+878
29
$1.34M 0.98%
27,359
-6,992
30
$1.3M 0.95%
22,843
+3,994
31
$1.3M 0.95%
19,033
+3,922
32
$1.27M 0.93%
20,532
+983
33
$1.19M 0.87%
18,993
+895
34
$1.17M 0.85%
22,641
+6,375
35
$1.12M 0.82%
9,108
+1,508
36
$1.1M 0.8%
14,653
+3,218
37
$1.09M 0.79%
29,410
+5,559
38
$1.06M 0.77%
3,699
+611
39
$1.06M 0.77%
68,112
+10,683
40
$946K 0.69%
11,174
+1,259
41
$944K 0.69%
219,777
+62,745
42
$928K 0.68%
101,970
-608
43
$886K 0.65%
17,011
+6,494
44
$860K 0.63%
43,518
+1,105
45
$805K 0.59%
19,426
+477
46
$767K 0.56%
40,607
+25,069
47
$759K 0.55%
15,879
-162
48
$743K 0.54%
4,277
+1,812
49
$716K 0.52%
+1,916
50
$703K 0.51%
2,179
+411
1
2
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