HCM

Hudson Capital Management Portfolio holdings

AUM $377M
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$8.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$9.27M
2
+$5.5M
3
+$3.87M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.66M
5
AVGO icon
Broadcom
AVGO
+$973K

Top Sells

1
+$5.38M
2
+$3.84M
3
+$2.13M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.91M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$500K

Sector Composition

1 Technology 7.46%
2 Financials 4.57%
3 Industrials 3.13%
4 Healthcare 2.85%
5 Consumer Discretionary 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 0.91%
43,143
+718
27
$2.25M 0.9%
3,714
-193
28
$2.2M 0.88%
31,641
-1,548
29
$2.17M 0.87%
22,030
-3,466
30
$2.16M 0.87%
16,180
+460
31
$2.12M 0.85%
30,071
+1,390
32
$2.06M 0.83%
101,085
+7,638
33
$2.01M 0.81%
73,543
+987
34
$1.99M 0.8%
37,811
+1,602
35
$1.99M 0.79%
43,217
+861
36
$1.98M 0.79%
26,187
+1,374
37
$1.97M 0.79%
28,186
+580
38
$1.97M 0.79%
5,054
+10
39
$1.94M 0.78%
113,425
+4,854
40
$1.93M 0.77%
18,299
+2,103
41
$1.85M 0.74%
46,885
+1,774
42
$1.84M 0.74%
14,283
+143
43
$1.66M 0.66%
+27,780
44
$1.64M 0.66%
9,994
-71
45
$1.37M 0.55%
9,190
-3,349
46
$973K 0.39%
+20,060
47
$920K 0.37%
+3,804
48
$873K 0.35%
6,900
49
$824K 0.33%
10,500
+500
50
$744K 0.3%
4,084
1
2
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