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
$234M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$2.31M
3
+$2.21M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.7M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.65M

Top Sells

1
+$6.44M
2
+$4.48M
3
+$2.33M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.04M
5
PARA
Paramount Global Class B
PARA
+$1.02M

Sector Composition

1 Technology 7.64%
2 Financials 4.25%
3 Industrials 3.4%
4 Healthcare 3.38%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 0.97%
12,948
-1,234
27
$2.25M 0.96%
36,353
-1,293
28
$2.24M 0.96%
49,521
+999
29
$2.19M 0.94%
12,074
-136
30
$2.17M 0.93%
8,726
+130
31
$2.1M 0.9%
5,005
+61
32
$2.06M 0.88%
28,730
-2,945
33
$2.03M 0.87%
33,108
+1,788
34
$2.01M 0.86%
94,697
+1,853
35
$1.97M 0.84%
86,301
+8,889
36
$1.91M 0.82%
42,415
-22,605
37
$1.86M 0.8%
14,035
-771
38
$1.84M 0.79%
23,410
+3,219
39
$1.82M 0.78%
3,846
+130
40
$1.77M 0.76%
99,924
+4,549
41
$1.76M 0.75%
27,167
+555
42
$1.69M 0.72%
12,697
+1,215
43
$1.61M 0.69%
10,040
-51
44
$1.35M 0.58%
+13,120
45
$1.17M 0.5%
+12,825
46
$818K 0.35%
6,900
47
$756K 0.32%
10,000
+2,000
48
$711K 0.3%
4,184
-900
49
$644K 0.28%
3,117
+242
50
$488K 0.21%
2,008
-907
1
2
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