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
$198M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.54M
3
+$1.33M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.21M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.06M

Top Sells

1
+$1.66M
2
+$645K
3
+$504K
4
BA icon
Boeing
BA
+$439K
5
LHX icon
L3Harris
LHX
+$379K

Sector Composition

1 Technology 11%
2 Financials 6.35%
3 Healthcare 4.93%
4 Industrials 4.02%
5 Consumer Discretionary 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 1.17%
48,143
+2,921
27
$2.27M 1.15%
16,508
+893
28
$2.21M 1.12%
5,892
-695
29
$2.19M 1.11%
24,821
-968
30
$2.18M 1.1%
85,363
+4,309
31
$2.13M 1.08%
57,720
+6
32
$2.12M 1.07%
57,862
+5,188
33
$2.09M 1.06%
101,729
+9,411
34
$2.08M 1.05%
+49,477
35
$2.03M 1.03%
36,126
+1,756
36
$1.99M 1.01%
49,857
+2,855
37
$1.98M 1%
21,093
-24
38
$1.95M 0.99%
43,640
+7,580
39
$1.93M 0.97%
27,591
+1,204
40
$1.92M 0.97%
10,903
+701
41
$1.87M 0.95%
472,008
+43,536
42
$1.86M 0.94%
28,698
+1,382
43
$1.72M 0.87%
20,341
+14,288
44
$1.63M 0.82%
20,282
-1,672
45
$1.33M 0.67%
+11,327
46
$1.27M 0.64%
13,246
-1,596
47
$682K 0.35%
6,900
48
$659K 0.33%
3,859
-276
49
$644K 0.33%
46,550
50
$521K 0.26%
10,349
-653
1
2
3 4