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
$251M
AUM Growth
-$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$810K
3
+$607K
4
T icon
AT&T
T
+$581K
5
BMY icon
Bristol-Myers Squibb
BMY
+$511K

Top Sells

1
+$6.08M
2
+$4.15M
3
+$703K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$655K
5
LH icon
Labcorp
LH
+$316K

Sector Composition

1 Technology 11.48%
2 Healthcare 7.04%
3 Financials 4.86%
4 Consumer Discretionary 4.25%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.76M 1.5%
70,030
+1,502
27
$3.66M 1.46%
38,601
+4,593
28
$3.64M 1.45%
239,882
+14,738
29
$3.62M 1.44%
12,640
+698
30
$3.52M 1.4%
51,959
+928
31
$3.49M 1.39%
127,502
+14,142
32
$3.44M 1.37%
122,159
+28,779
33
$3.36M 1.34%
44,897
+2,018
34
$3.36M 1.34%
223,872
+38,691
35
$3.36M 1.34%
21,554
+861
36
$3.3M 1.32%
46,424
+4,127
37
$3.29M 1.31%
74,705
+4,066
38
$3.23M 1.29%
29,077
+2,709
39
$3.23M 1.29%
47,143
-1,698
40
$3.2M 1.28%
43,371
+1,784
41
$3.15M 1.26%
54,295
+8,798
42
$3.07M 1.22%
93,103
+5,550
43
$2.95M 1.17%
114,655
+5,024
44
$2.76M 1.1%
13,705
-1,573
45
$2.67M 1.06%
27,425
+701
46
$1.28M 0.51%
7,479
-183
47
$686K 0.27%
11,978
+477
48
$607K 0.24%
+1,414
49
$556K 0.22%
28,568
50
$421K 0.17%
1,583
1
2
3