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
$260M
AUM Growth
+$8.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$2.75M
3
+$419K
4
BDX icon
Becton Dickinson
BDX
+$416K
5
BAC icon
Bank of America
BAC
+$358K

Top Sells

1
+$13.2M
2
+$2.68M
3
+$2.43M
4
PHM icon
Pultegroup
PHM
+$648K
5
AVGO icon
Broadcom
AVGO
+$586K

Sector Composition

1 Technology 11.19%
2 Healthcare 6.31%
3 Financials 4.36%
4 Consumer Discretionary 4.28%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.66M 1.41%
69,822
+1,155
27
$3.61M 1.39%
137,406
+5,572
28
$3.55M 1.36%
68,528
+2,254
29
$3.44M 1.32%
48,841
-1,583
30
$3.38M 1.3%
87,553
+7,457
31
$3.37M 1.29%
109,631
+3,144
32
$3.36M 1.29%
41,587
+3,233
33
$3.35M 1.29%
11,942
+948
34
$3.33M 1.28%
51,031
+1,975
35
$3.3M 1.27%
42,879
+1,694
36
$3.26M 1.25%
42,297
+1,678
37
$3.25M 1.25%
113,360
+12,494
38
$3.23M 1.24%
4,492
+74
39
$3.17M 1.22%
15,278
+942
40
$3.16M 1.21%
70,639
+3,068
41
$3.14M 1.21%
26,368
+2,224
42
$3.11M 1.2%
26,514
+2,118
43
$3M 1.15%
34,008
+3,138
44
$2.95M 1.14%
185,181
+16,966
45
$2.91M 1.12%
45,497
+3,992
46
$2.75M 1.06%
+93,380
47
$2.65M 1.02%
26,724
+586
48
$1.37M 0.53%
7,662
-378
49
$853K 0.33%
11,501
50
$537K 0.21%
28,568
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