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
$253M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$5.14M
3
+$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
+$2.34M
2
+$2.33M
3
+$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 Change
in Stake 		Capital Flow
26
$3.13M 1.24%
4,333
+109
27
$3.1M 1.23%
65,673
+3,600
28
$3.07M 1.22%
46,590
+1,911
29
$3.04M 1.2%
63,858
+4,654
30
$3.04M 1.2%
23,958
+750
31
$3.03M 1.2%
51,783
+2,606
32
$3M 1.19%
22,766
+922
33
$2.99M 1.19%
38,012
+4,776
34
$2.98M 1.18%
65,443
+5,393
35
$2.89M 1.14%
124,671
+12,035
36
$2.87M 1.14%
155,764
+17,806
37
$2.86M 1.13%
37,111
+3,580
38
$2.85M 1.13%
28,622
+2,618
39
$2.76M 1.09%
13,639
+1,814
40
$2.73M 1.08%
101,743
+13,016
41
$2.69M 1.07%
37,409
+2,261
42
$2.69M 1.06%
125,505
+13,474
43
$2.67M 1.06%
64,463
+9,419
44
$2.66M 1.05%
+46,591
45
$2.55M 1.01%
75,921
+8,053
46
$2.54M 1%
28,748
+5,336
47
$2.48M 0.98%
22,555
+4,115
48
$2.45M 0.97%
25,493
+1,477
49
$1.55M 0.61%
9,150
-178
50
$950K 0.38%
20,455
-147
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