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
$226M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.32M
3
+$2.43M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.27M
5
T icon
AT&T
T
+$1.42M

Top Sells

1
+$5.36M
2
+$5.02M
3
+$2.92M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$2.84M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.35M

Sector Composition

1 Technology 7.85%
2 Financials 3.89%
3 Healthcare 3.38%
4 Industrials 3.27%
5 Communication Services 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.98%
35,125
-6,869
27
$2.17M 0.96%
37,646
-3,150
28
$2.16M 0.96%
44,699
-7,058
29
$2.15M 0.95%
48,038
-1,873
30
$2.14M 0.95%
49,607
-4,492
31
$2.11M 0.94%
14,182
-651
32
$2.03M 0.9%
4,944
-384
33
$1.98M 0.88%
8,596
-185
34
$1.95M 0.86%
36,581
-7,751
35
$1.93M 0.85%
92,844
-348
36
$1.88M 0.83%
95,375
+3,515
37
$1.82M 0.81%
12,210
-332
38
$1.8M 0.8%
10,091
-220
39
$1.79M 0.8%
3,716
-70
40
$1.79M 0.79%
31,675
-1,088
41
$1.73M 0.77%
20,191
+5,391
42
$1.68M 0.75%
77,412
+65,226
43
$1.57M 0.7%
31,320
+10,736
44
$1.55M 0.69%
26,612
-1,227
45
$1.49M 0.66%
11,482
+4,228
46
$856K 0.38%
5,084
-488
47
$776K 0.34%
6,900
48
$659K 0.29%
2,915
-120
49
$617K 0.27%
8,000
+2,000
50
$608K 0.27%
+23,653
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