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
$298M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$3.45M
3
+$2.67M
4
BMY icon
Bristol-Myers Squibb
BMY
+$794K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$730K

Top Sells

1
+$3.46M
2
+$3.06M
3
+$2.98M
4
VST icon
Vistra
VST
+$2.12M
5
AVGO icon
Broadcom
AVGO
+$459K

Sector Composition

1 Technology 13.32%
2 Healthcare 5.97%
3 Financials 5.52%
4 Consumer Discretionary 4.71%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.68M 1.57%
244,704
+13,343
27
$4.55M 1.53%
49,507
+1,217
28
$4.53M 1.52%
28,874
+111
29
$4.5M 1.51%
83,819
+2,570
30
$4.44M 1.49%
43,117
-1,247
31
$4.37M 1.47%
16,979
+2,186
32
$4.35M 1.46%
26,405
+853
33
$4.35M 1.46%
13,169
+304
34
$4.16M 1.4%
46,682
+1,838
35
$4.04M 1.36%
25,565
+1,579
36
$3.99M 1.34%
21,930
-422
37
$3.99M 1.34%
58,095
+9,178
38
$3.97M 1.33%
58,450
+5,518
39
$3.97M 1.33%
83,595
+7,922
40
$3.84M 1.29%
64,886
+8,611
41
$3.64M 1.22%
87,607
+19,113
42
$3.45M 1.16%
+10,350
43
$2.79M 0.94%
30,129
-1,472
44
$1.32M 0.44%
6,150
-565
45
$795K 0.27%
2,973
+36
46
$766K 0.26%
1,399
-15
47
$628K 0.21%
7,693
+1,187
48
$595K 0.2%
28,568
49
$592K 0.2%
1,624
-50
50
$500K 0.17%
4,050
-60
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