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
$164M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.3M
3
+$1.47M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.23M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$693K

Top Sells

1
+$338K
2
+$280K
3
+$180K
4
CLBK icon
Columbia Financial
CLBK
+$178K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$159K

Sector Composition

1 Technology 11.75%
2 Financials 7.41%
3 Healthcare 5.59%
4 Consumer Discretionary 3.24%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.07%
63,062
+4,318
27
$1.74M 1.06%
21,491
+2,458
28
$1.66M 1.01%
19,062
-1,470
29
$1.65M 1.01%
8,688
+496
30
$1.62M 0.99%
18,270
-2,024
31
$1.62M 0.99%
50,663
+7,145
32
$1.59M 0.97%
27,235
+4,594
33
$1.58M 0.96%
81,348
+5,545
34
$1.57M 0.96%
9,267
+454
35
$1.49M 0.91%
26,168
+3,325
36
$1.42M 0.87%
16,793
+2,140
37
$1.41M 0.86%
10,374
+1,266
38
$1.38M 0.84%
59,927
+19,320
39
$1.37M 0.84%
21,118
+2,125
40
$1.34M 0.82%
12,394
+1,220
41
$1.34M 0.82%
21,527
+4,516
42
$1.29M 0.79%
291,283
+71,506
43
$1.26M 0.77%
34,897
+5,487
44
$1.22M 0.74%
2,977
+1,061
45
$1.19M 0.72%
4,460
+761
46
$1.14M 0.69%
5,520
+1,243
47
$1.03M 0.63%
20,577
-6,782
48
$933K 0.57%
100,824
-1,146
49
$785K 0.48%
19,491
+65
50
$763K 0.46%
14,685
-1,194
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