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
$276M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$6.32M
3
+$6.24M
4
UOCT icon
Innovator US Equity Ultra Buffer ETF October
UOCT
+$5.58M
5
MSEX icon
Middlesex Water
MSEX
+$1.06M

Top Sells

1
+$5.5M
2
+$2.38M
3
+$2.16M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.69M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.18M

Sector Composition

1 Technology 8.3%
2 Financials 4.13%
3 Healthcare 3.08%
4 Industrials 3.05%
5 Consumer Discretionary 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.92%
32,843
-2,391
27
$2.48M 0.9%
11,908
+14
28
$2.45M 0.89%
42,853
-364
29
$2.44M 0.89%
13,368
-915
30
$2.43M 0.88%
41,515
-1,628
31
$2.43M 0.88%
50,376
+663
32
$2.43M 0.88%
21,263
-767
33
$2.39M 0.86%
16,480
+300
34
$2.38M 0.86%
91,601
-131
35
$2.31M 0.84%
4,971
-83
36
$2.29M 0.83%
3,633
-81
37
$2.29M 0.83%
11,423
-619
38
$2.27M 0.82%
26,628
+441
39
$2.25M 0.81%
38,159
+348
40
$2.2M 0.8%
29,334
-737
41
$2.08M 0.75%
28,608
+422
42
$2.05M 0.74%
30,838
-803
43
$2.02M 0.73%
108,751
+7,666
44
$2.02M 0.73%
18,639
+340
45
$1.74M 0.63%
26,170
+6,110
46
$1.71M 0.62%
10,028
+34
47
$1.57M 0.57%
5,800
+1,996
48
$1.46M 0.53%
48,417
+1,532
49
$1.26M 0.46%
7,271
-1,919
50
$1.06M 0.38%
+8,794
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