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
$178M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.63M
3
+$1.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$956K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$873K

Top Sells

1
+$1.66M
2
+$1.34M
3
+$559K
4
ET icon
Energy Transfer Partners
ET
+$429K
5
CI icon
Cigna
CI
+$337K

Sector Composition

1 Technology 11.92%
2 Financials 7.72%
3 Healthcare 4.76%
4 Consumer Discretionary 3.37%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 1.08%
75,625
-4,301
27
$1.89M 1.06%
24,859
-1,309
28
$1.84M 1.04%
88,681
+7,333
29
$1.82M 1.02%
23,688
+2,197
30
$1.8M 1.02%
5,766
+2,789
31
$1.79M 1.01%
9,700
+1,012
32
$1.78M 1%
9,768
+501
33
$1.73M 0.98%
23,318
-1,716
34
$1.71M 0.96%
30,995
+3,760
35
$1.69M 0.95%
24,099
+2,572
36
$1.68M 0.95%
12,085
+1,711
37
$1.67M 0.94%
24,792
+3,674
38
$1.67M 0.94%
19,526
+2,733
39
$1.67M 0.94%
6,295
+1,835
40
$1.63M 0.92%
74,772
+14,845
41
$1.57M 0.89%
358,367
+67,084
42
$1.57M 0.88%
101,567
+743
43
$1.47M 0.83%
16,172
-2,098
44
$1.39M 0.79%
40,533
+5,636
45
$1.39M 0.78%
5,658
+138
46
$869K 0.49%
5,601
+777
47
$785K 0.44%
11,925
+1,122
48
$731K 0.41%
14,488
-6,089
49
$634K 0.36%
7,926
-1,271
50
$628K 0.35%
6,900
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