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
$276M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.89M
3
+$3.86M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.24M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.8M

Top Sells

1
+$3.64M
2
+$3.44M
3
+$2.95M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$1.54M
5
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$1.31M

Sector Composition

1 Technology 13.08%
2 Healthcare 6.86%
3 Financials 5.14%
4 Consumer Discretionary 4.35%
5 Communication Services 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 1.45%
52,839
+880
27
$3.94M 1.43%
+54,856
28
$3.89M 1.41%
+14,794
29
$3.87M 1.4%
12,936
+296
30
$3.87M 1.4%
230,643
+6,771
31
$3.87M 1.4%
73,599
+2,019
32
$3.86M 1.4%
+41,021
33
$3.84M 1.39%
48,159
+1,735
34
$3.76M 1.36%
28,960
+709
35
$3.75M 1.36%
46,298
+1,401
36
$3.68M 1.33%
23,401
+1,847
37
$3.67M 1.33%
72,700
+2,670
38
$3.63M 1.32%
101,054
+7,951
39
$3.46M 1.25%
79,309
+4,604
40
$3.46M 1.25%
2,870
-1,091
41
$3.36M 1.22%
14,790
+1,085
42
$3.33M 1.21%
44,379
-2,764
43
$3.27M 1.19%
2,736
-1,284
44
$3.17M 1.15%
61,853
+7,558
45
$3.07M 1.11%
182,025
+165,852
46
$2.83M 1.02%
27,966
+541
47
$1.36M 0.49%
7,088
-391
48
$675K 0.24%
1,414
49
$572K 0.21%
28,568
50
$479K 0.17%
1,579
-4
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2
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