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
$290M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.32M
3
+$3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.9M
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$1.91M

Top Sells

1
+$11.8M
2
+$3.84M
3
+$3.06M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.87M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.08M

Sector Composition

1 Technology 12.78%
2 Healthcare 7.14%
3 Financials 5.48%
4 Consumer Discretionary 4.87%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.58M 1.58%
38,996
+5
27
$4.47M 1.54%
4,641
-142
28
$4.46M 1.54%
48,290
+7,269
29
$4.46M 1.54%
14,793
-1
30
$4.41M 1.52%
73,277
-322
31
$4.36M 1.5%
44,844
32
$4.29M 1.48%
81,249
+1,940
33
$4.18M 1.44%
22,352
-3,354
34
$4.15M 1.43%
+25,552
35
$4.07M 1.4%
231,361
+718
36
$3.88M 1.34%
52,932
+93
37
$3.78M 1.3%
75,673
+2,973
38
$3.71M 1.28%
68,494
+6,641
39
$3.68M 1.27%
56,275
+1,419
40
$3.59M 1.24%
24,177
+776
41
$3.58M 1.24%
48,917
+2,619
42
$3.46M 1.19%
15,821
+1,031
43
$2.98M 1.03%
28,785
+819
44
$2.67M 0.92%
31,601
-12,778
45
$1.38M 0.48%
6,715
-373
46
$763K 0.26%
+2,937
47
$743K 0.26%
1,414
48
$595K 0.21%
28,568
49
$564K 0.19%
1,674
+95
50
$532K 0.18%
6,506
+2,988
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