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
$188M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$4.66M
3
+$1.31M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.12M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1M

Top Sells

1
+$4.33M
2
+$1.32M
3
+$1.22M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.21M
5
SAN icon
Banco Santander
SAN
+$1.09M

Sector Composition

1 Technology 10.36%
2 Healthcare 4.97%
3 Financials 4.16%
4 Industrials 3.74%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 1.13%
9,043
-386
27
$2.13M 1.13%
89,712
+5,677
28
$2.1M 1.12%
42,616
-14,124
29
$2.08M 1.11%
61,241
+6,390
30
$2.04M 1.08%
26,466
-1,901
31
$2.01M 1.07%
11,991
-1,379
32
$1.9M 1.01%
17,393
+842
33
$1.87M 0.99%
73,743
+12,478
34
$1.86M 0.99%
106,551
+5,361
35
$1.8M 0.96%
54,634
+8,717
36
$1.79M 0.95%
90,108
+2,421
37
$1.78M 0.95%
11,929
+763
38
$1.72M 0.92%
41,572
+3,269
39
$1.66M 0.88%
28,274
+3,058
40
$1.61M 0.86%
35,982
+4,295
41
$1.6M 0.85%
85,756
+12,442
42
$1.55M 0.82%
54,011
+5,881
43
$1.41M 0.75%
83,711
+6,272
44
$1.31M 0.7%
+28,972
45
$1.19M 0.63%
77,859
+21,784
46
$1.01M 0.54%
9,072
-1,000
47
$894K 0.48%
+8,498
48
$679K 0.36%
3,672
-59
49
$636K 0.34%
6,900
50
$509K 0.27%
19,263
-698
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