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
$252M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$2.98M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.36M

Top Sells

1
+$7.99M
2
+$5.78M
3
+$5.58M
4
GMF icon
SPDR S&P Emerging Asia Pacific ETF
GMF
+$1.63M
5
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$1.02M

Sector Composition

1 Technology 8.5%
2 Financials 4.36%
3 Healthcare 3.38%
4 Industrials 3.36%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 1.02%
71,013
-596
27
$2.55M 1.01%
45,695
+1,385
28
$2.52M 1%
22,910
-14,868
29
$2.47M 0.98%
33,241
+398
30
$2.4M 0.95%
17,240
+760
31
$2.37M 0.94%
40,286
+2,127
32
$2.36M 0.94%
89,132
-2,469
33
$2.34M 0.93%
25,606
+1,455
34
$2.33M 0.92%
19,737
+1,098
35
$2.27M 0.9%
5,210
+239
36
$2.14M 0.85%
11,579
+156
37
$2.11M 0.84%
27,878
+1,250
38
$2.1M 0.83%
55,407
+6,990
39
$2.09M 0.83%
13,704
+336
40
$2.07M 0.82%
115,972
+7,221
41
$1.93M 0.76%
33,651
+2,813
42
$1.92M 0.76%
43,955
+2,440
43
$1.91M 0.76%
30,340
+4,170
44
$1.88M 0.74%
44,860
+2,007
45
$1.82M 0.72%
30,613
+2,005
46
$1.74M 0.69%
9,653
-375
47
$1.57M 0.62%
6,944
+1,144
48
$1.2M 0.48%
7,549
+278
49
$925K 0.37%
8,794
50
$906K 0.36%
10,700
+200
1
2
3