HCM

Hudson Capital Management Portfolio holdings

AUM $353M
This Quarter Return
+8.17%
1 Year Return
+15.41%
3 Year Return
+47.41%
5 Year Return
+68.02%
10 Year Return
–
AUM
$253M
AUM Growth
+$253M
Cap. Flow
+$35.9M
Cap. Flow %
14.21%
Top 10 Hldgs %
47.74%
Holding
68
New
9
Increased
44
Reduced
6
Closed
3

Top Buys

1
MUB icon
iShares National Muni Bond ETF
MUB
$5.9M
2
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$5.14M
3
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$5.14M
4
EFA icon
iShares MSCI EAFE ETF
EFA
$4.38M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.99M

Top Sells

1
TXT icon
Textron
TXT
$2.34M
2
XLK icon
Technology Select Sector SPDR Fund
XLK
$2.33M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$1.25M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
$747K
5
TSLA icon
Tesla
TSLA
$248K

Sector Composition

1 Technology 10.48%
2 Healthcare 6.19%
3 Financials 4.27%
4 Consumer Discretionary 3.25%
5 Industrials 2.52%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
REGN icon
26
Regeneron Pharmaceuticals
REGN
$61.5B
$3.13M 1.24%
4,333
+109
+3% +$78.6K
WMT icon
27
Walmart
WMT
$774B
$3.1M 1.23%
21,891
+1,200
+6% +$170K
PCAR icon
28
PACCAR
PCAR
$52.5B
$3.07M 1.22%
31,060
+1,274
+4% +$126K
CSCO icon
29
Cisco
CSCO
$274B
$3.04M 1.2%
63,858
+4,654
+8% +$222K
VLO icon
30
Valero Energy
VLO
$47.2B
$3.04M 1.2%
23,958
+750
+3% +$95.1K
IVW icon
31
iShares S&P 500 Growth ETF
IVW
$63.1B
$3.03M 1.2%
51,783
+2,606
+5% +$152K
NUE icon
32
Nucor
NUE
$34.1B
$3M 1.19%
22,766
+922
+4% +$122K
CL icon
33
Colgate-Palmolive
CL
$67.9B
$2.99M 1.19%
38,012
+4,776
+14% +$376K
PHM icon
34
Pultegroup
PHM
$26B
$2.98M 1.18%
65,443
+5,393
+9% +$246K
VST icon
35
Vistra
VST
$64.1B
$2.89M 1.14%
124,671
+12,035
+11% +$279K
T icon
36
AT&T
T
$209B
$2.87M 1.14%
155,764
+17,806
+13% +$328K
CBRE icon
37
CBRE Group
CBRE
$48.2B
$2.86M 1.13%
37,111
+3,580
+11% +$276K
PRU icon
38
Prudential Financial
PRU
$38.6B
$2.85M 1.13%
28,622
+2,618
+10% +$260K
LH icon
39
Labcorp
LH
$23.1B
$2.76M 1.09%
11,717
+1,558
+15% +$367K
HPQ icon
40
HP
HPQ
$26.7B
$2.73M 1.08%
101,743
+13,016
+15% +$350K
BMY icon
41
Bristol-Myers Squibb
BMY
$96B
$2.69M 1.07%
37,409
+2,261
+6% +$163K
GEN icon
42
Gen Digital
GEN
$18.6B
$2.69M 1.06%
125,505
+13,474
+12% +$289K
EBAY icon
43
eBay
EBAY
$41.4B
$2.67M 1.06%
64,463
+9,419
+17% +$391K
CTSH icon
44
Cognizant
CTSH
$35.3B
$2.66M 1.05%
+46,591
New +$2.66M
GM icon
45
General Motors
GM
$55.8B
$2.55M 1.01%
75,921
+8,053
+12% +$271K
GOOGL icon
46
Alphabet (Google) Class A
GOOGL
$2.57T
$2.54M 1%
28,748
+5,336
+23% +$471K
QCOM icon
47
Qualcomm
QCOM
$173B
$2.48M 0.98%
22,555
+4,115
+22% +$452K
GMF icon
48
SPDR S&P Emerging Asia Pacific ETF
GMF
$374M
$2.45M 0.97%
25,493
+1,477
+6% +$142K
GLD icon
49
SPDR Gold Trust
GLD
$107B
$1.55M 0.61%
9,150
-178
-2% -$30.2K
ISTB icon
50
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.45B
$950K 0.38%
20,455
-147
-0.7% -$6.83K
1
2
3