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
$151M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.33M
3
+$2.72M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$2.63M
5
EA icon
Electronic Arts
EA
+$1.59M

Top Sells

1
+$19.5M
2
+$2.94M
3
+$2.49M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.48M
5
AAPL icon
Apple
AAPL
+$733K

Sector Composition

1 Technology 10.66%
2 Healthcare 6.03%
3 Financials 4.65%
4 Industrials 3.73%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.17%
101,190
-539
27
$1.73M 1.14%
42,338
-1,926
28
$1.64M 1.09%
87,687
+2,324
29
$1.63M 1.08%
24,122
-699
30
$1.59M 1.05%
+15,853
31
$1.48M 0.98%
11,166
+263
32
$1.4M 0.93%
77,439
+4,020
33
$1.38M 0.92%
38,303
+2,177
34
$1.34M 0.89%
16,551
+43
35
$1.27M 0.84%
61,265
+3,403
36
$1.23M 0.81%
45,917
+2,277
37
$1.22M 0.81%
54,851
-5,208
38
$1.2M 0.8%
31,687
+4,096
39
$1.18M 0.78%
84,416
+34,939
40
$1.17M 0.78%
+73,314
41
$1.14M 0.76%
25,216
+4,123
42
$1.13M 0.75%
48,130
-1,727
43
$1.09M 0.72%
482,043
+10,035
44
$1.06M 0.7%
56,075
-1,645
45
$941K 0.62%
10,072
-1,255
46
$602K 0.4%
8,688
-4,558
47
$552K 0.37%
3,731
-128
48
$538K 0.36%
6,900
49
$531K 0.35%
10,586
-9,696
50
$462K 0.31%
19,961
+4,372
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