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
$241M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$728K
3
+$629K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$598K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$467K

Top Sells

1
+$4.4M
2
+$1.16M
3
+$594K
4
ADP icon
Automatic Data Processing
ADP
+$395K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$391K

Sector Composition

1 Technology 7.65%
2 Financials 4.55%
3 Healthcare 3.6%
4 Industrials 3.44%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 0.96%
33,189
+81
27
$2.32M 0.96%
49,443
-78
28
$2.31M 0.96%
42,356
-5,976
29
$2.25M 0.93%
11,949
-125
30
$2.25M 0.93%
12,539
-158
31
$2.24M 0.93%
28,681
-49
32
$2.23M 0.92%
5,044
+39
33
$2.19M 0.91%
72,556
-7,503
34
$2.18M 0.9%
3,907
+61
35
$2.15M 0.89%
36,209
-144
36
$2.13M 0.88%
8,741
+15
37
$2.04M 0.84%
45,111
+2,696
38
$2.03M 0.84%
93,447
+7,146
39
$2.02M 0.84%
14,140
+105
40
$2.02M 0.84%
24,813
+1,403
41
$2.01M 0.83%
108,571
+8,647
42
$1.92M 0.79%
15,720
+2,600
43
$1.9M 0.79%
27,606
+439
44
$1.66M 0.69%
16,196
+3,371
45
$1.65M 0.68%
10,065
+25
46
$873K 0.36%
6,900
47
$849K 0.35%
4,084
-100
48
$733K 0.3%
10,000
49
$697K 0.29%
3,127
+10
50
$537K 0.22%
1,977
-31
1
2
3