HCM

Hudson Capital Management Portfolio holdings

AUM $353M
1-Year Return 15.41%
This Quarter Return
-1.22%
1 Year Return
+15.41%
3 Year Return
+47.41%
5 Year Return
+68.02%
10 Year Return
–
AUM
$250M
AUM Growth
+$8.4M
Cap. Flow
+$9.48M
Cap. Flow %
3.79%
Top 10 Hldgs %
61.31%
Holding
69
New
5
Increased
26
Reduced
22
Closed
4

Top Buys

1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$9.27M
2
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
$5.5M
3
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
$3.87M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
$1.66M
5
AVGO icon
Broadcom
AVGO
$973K

Top Sells

1
UMAY icon
Innovator US Equity Ultra Buffer ETF May
UMAY
$5.38M
2
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
$3.84M
3
AMGN icon
Amgen
AMGN
$2.13M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
$1.91M
5
XLK icon
Technology Select Sector SPDR Fund
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 Shares
Change % 		Capital Flow
GM icon
26
General Motors
GM
$55.3B
$2.27M 0.91%
43,143
+718
+2% +$37.8K
REGN icon
27
Regeneron Pharmaceuticals
REGN
$60.1B
$2.25M 0.9%
3,714
-193
-5% -$117K
EBAY icon
28
eBay
EBAY
$42.3B
$2.2M 0.88%
31,641
-1,548
-5% -$108K
NUE icon
29
Nucor
NUE
$33.2B
$2.17M 0.87%
22,030
-3,466
-14% -$341K
GOOGL icon
30
Alphabet (Google) Class A
GOOGL
$2.79T
$2.16M 0.87%
16,180
+460
+3% +$61.5K
VLO icon
31
Valero Energy
VLO
$48.6B
$2.12M 0.85%
30,071
+1,390
+5% +$98.1K
T icon
32
AT&T
T
$211B
$2.06M 0.83%
101,085
+7,638
+8% +$156K
HPQ icon
33
HP
HPQ
$26.9B
$2.01M 0.81%
73,543
+987
+1% +$27K
PCAR icon
34
PACCAR
PCAR
$51.3B
$1.99M 0.8%
37,811
+1,602
+4% +$84.3K
PHM icon
35
Pultegroup
PHM
$27.2B
$1.99M 0.79%
43,217
+861
+2% +$39.5K
CL icon
36
Colgate-Palmolive
CL
$67.2B
$1.98M 0.79%
26,187
+1,374
+6% +$104K
GILD icon
37
Gilead Sciences
GILD
$140B
$1.97M 0.79%
28,186
+580
+2% +$40.5K
HUM icon
38
Humana
HUM
$37.7B
$1.97M 0.79%
5,054
+10
+0.2% +$3.89K
VST icon
39
Vistra
VST
$64.2B
$1.94M 0.78%
113,425
+4,854
+4% +$83K
PRU icon
40
Prudential Financial
PRU
$38.3B
$1.93M 0.77%
18,299
+2,103
+13% +$221K
PARA
41
DELISTED
Paramount Global Class B
PARA
$1.85M 0.74%
46,885
+1,774
+4% +$70.1K
QCOM icon
42
Qualcomm
QCOM
$172B
$1.84M 0.74%
14,283
+143
+1% +$18.4K
JEPI icon
43
JPMorgan Equity Premium Income ETF
JEPI
$41B
$1.66M 0.66%
+27,780
New +$1.66M
GLD icon
44
SPDR Gold Trust
GLD
$110B
$1.64M 0.66%
9,994
-71
-0.7% -$11.7K
XLK icon
45
Technology Select Sector SPDR Fund
XLK
$83.8B
$1.37M 0.55%
9,190
-3,349
-27% -$500K
AVGO icon
46
Broadcom
AVGO
$1.44T
$973K 0.39%
+20,060
New +$973K
LH icon
47
Labcorp
LH
$22.8B
$920K 0.37%
+3,804
New +$920K
URTH icon
48
iShares MSCI World ETF
URTH
$5.62B
$873K 0.35%
6,900
– –
NEE icon
49
NextEra Energy, Inc.
NEE
$145B
$824K 0.33%
10,500
+500
+5% +$39.2K
UPS icon
50
United Parcel Service
UPS
$71.4B
$744K 0.3%
4,084
– –
1
2
3