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
$205M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$6.21M
3
+$5.98M
4
ARKK icon
ARK Innovation ETF
ARKK
+$3.21M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.09M

Top Sells

1
+$14.3M
2
+$4.66M
3
+$2.76M
4
LEA icon
Lear
LEA
+$1.9M
5
XOM icon
Exxon Mobil
XOM
+$1.61M

Sector Composition

1 Technology 9.05%
2 Healthcare 4.31%
3 Industrials 3.51%
4 Financials 3.19%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22M 1.09%
17,029
-257
27
$2.21M 1.08%
5,328
-373
28
$2.17M 1.06%
90,082
+370
29
$2.15M 1.05%
72,804
-939
30
$2.12M 1.04%
3,786
-125
31
$2.07M 1.01%
108,821
+2,270
32
$1.99M 0.97%
44,332
+2,760
33
$1.97M 0.96%
41,994
+13,022
34
$1.97M 0.96%
49,911
+1,353
35
$1.94M 0.95%
93,192
+3,084
36
$1.87M 0.91%
51,757
-2,877
37
$1.83M 0.89%
10,311
-1,680
38
$1.76M 0.86%
27,839
+1,373
39
$1.74M 0.85%
12,542
+613
40
$1.73M 0.85%
91,860
+6,104
41
$1.63M 0.8%
14,833
+6,335
42
$1.42M 0.69%
32,763
+4,489
43
$1.14M 0.56%
+14,800
44
$1.07M 0.52%
+20,584
45
$928K 0.45%
5,572
-3,500
46
$847K 0.41%
+7,254
47
$705K 0.34%
8,147
+4,411
48
$687K 0.34%
6,900
49
$624K 0.3%
3,035
-637
50
$448K 0.22%
2,629
+541
1
2
3 4