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
-$743K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$5.78M
3
+$3.94M
4
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$3.92M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.37M

Top Sells

1
+$5.9M
2
+$5.84M
3
+$4.97M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$4.79M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$4.63M

Sector Composition

1 Technology 11.64%
2 Healthcare 6.28%
3 Financials 3.99%
4 Consumer Discretionary 3.85%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 1.38%
66,274
+2,416
27
$3.42M 1.36%
41,185
+2,007
28
$3.41M 1.35%
24,396
+438
29
$3.37M 1.34%
68,667
+2,994
30
$3.29M 1.3%
31,669
+2,921
31
$3.24M 1.29%
168,215
+12,451
32
$3.22M 1.28%
50,424
-1,359
33
$3.16M 1.26%
131,834
+7,163
34
$3.13M 1.24%
106,487
+4,744
35
$3.08M 1.22%
24,144
+1,589
36
$3.05M 1.21%
40,619
+2,607
37
$3M 1.19%
67,571
+3,108
38
$2.99M 1.19%
49,056
+2,465
39
$2.94M 1.17%
80,096
+4,175
40
$2.88M 1.15%
100,866
+6,029
41
$2.88M 1.14%
41,505
+4,096
42
$2.83M 1.12%
14,336
+697
43
$2.81M 1.12%
10,994
+562
44
$2.79M 1.11%
38,354
+1,243
45
$2.62M 1.04%
26,138
+645
46
$2.55M 1.01%
30,870
+2,248
47
$2.43M 0.97%
141,762
+16,257
48
$1.47M 0.58%
8,040
-1,110
49
$886K 0.35%
11,501
+351
50
$761K 0.3%
7,638
+414
1
2
3