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
$180M
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.2M
3
+$1.02M
4
LEA icon
Lear
LEA
+$416K
5
GMF icon
SPDR S&P Emerging Asia Pacific ETF
GMF
+$409K

Top Sells

1
+$1.69M
2
+$1.39M
3
+$731K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$442K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$438K

Sector Composition

1 Technology 10.83%
2 Financials 6.97%
3 Healthcare 4.49%
4 Industrials 3.81%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 1.1%
52,674
+2,485
27
$1.97M 1.1%
25,789
+930
28
$1.92M 1.07%
81,054
+6,282
29
$1.86M 1.04%
10,202
+434
30
$1.86M 1.04%
26,387
+2,699
31
$1.84M 1.02%
15,615
+3,530
32
$1.83M 1.02%
6,587
+821
33
$1.8M 1%
21,117
+1,591
34
$1.77M 0.98%
36,060
+29,574
35
$1.75M 0.97%
34,370
+3,375
36
$1.75M 0.97%
92,318
+3,637
37
$1.73M 0.96%
27,316
+2,524
38
$1.73M 0.96%
57,714
+3,089
39
$1.72M 0.96%
6,720
+425
40
$1.66M 0.92%
106,148
+4,581
41
$1.65M 0.92%
428,472
+70,105
42
$1.65M 0.92%
21,954
-1,364
43
$1.65M 0.92%
47,002
+6,469
44
$1.32M 0.73%
14,842
-1,330
45
$647K 0.36%
4,135
-1,466
46
$633K 0.35%
6,900
47
$607K 0.34%
46,550
48
$513K 0.29%
6,053
+386
49
$497K 0.28%
11,002
-92
50
$439K 0.24%
1,153
-247
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