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
$210M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$3.35M
3
+$2.13M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$851K
5
AVGO icon
Broadcom
AVGO
+$789K

Top Sells

1
+$19.7M
2
+$6.36M
3
+$5.53M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3M
5
VLO icon
Valero Energy
VLO
+$711K

Sector Composition

1 Technology 9.54%
2 Financials 5%
3 Healthcare 4.53%
4 Industrials 3.84%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 1.14%
73,337
+2,324
27
$2.38M 1.13%
43,368
+3,082
28
$2.36M 1.12%
3,998
+221
29
$2.32M 1.1%
21,300
+4,060
30
$2.31M 1.1%
54,238
+8,543
31
$2.31M 1.1%
21,725
-6,686
32
$2.28M 1.08%
37,371
+4,130
33
$2.27M 1.08%
23,683
+3,946
34
$2.26M 1.08%
46,590
+16,250
35
$2.24M 1.06%
106,759
-9,213
36
$2.23M 1.06%
30,310
+4,704
37
$2.21M 1.05%
35,678
+5,065
38
$2.2M 1.05%
13,957
+2,378
39
$2.18M 1.04%
99,374
+10,242
40
$2.17M 1.03%
16,953
+3,249
41
$2.09M 0.99%
52,681
+7,821
42
$2.09M 0.99%
10,360
+3,416
43
$2.06M 0.98%
49,316
+15,665
44
$2.04M 0.97%
19,517
-713
45
$1.97M 0.94%
62,074
+18,119
46
$1.9M 0.9%
77,153
+21,746
47
$1.57M 0.75%
9,325
-328
48
$1.03M 0.49%
8,128
+579
49
$856K 0.41%
11,050
+350
50
$635K 0.3%
13,402
-415,017
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