HCM
Hudson Capital Management Portfolio holdings
AUM
$353M
1-Year Return
15.41%
This Quarter Return
+0.3%
1 Year Return
+15.41%
3 Year Return
+47.41%
5 Year Return
+68.02%
10 Year Return
–
AUM
$298M
AUM Growth
+$7.69M
(+2.7%)
Cap. Flow
+$8.3M
Cap. Flow
% of AUM
2.79%
Top 10 Holdings %
Top 10 Hldgs %
46.09%
Holding
68
New
5
Increased
35
Reduced
16
Closed
3
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$6.59M |
| 2 |
Caterpillar
CAT
|
$3.45M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.67M |
| 4 |
Bristol-Myers Squibb
BMY
|
$794K |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
$730K |
Top Sells
| 1 |
Labcorp
LH
|
$3.46M |
| 2 |
United Parcel Service
UPS
|
$3.06M |
| 3 |
SPDR S&P Emerging Asia Pacific ETF
GMF
|
$2.98M |
| 4 |
Vistra
VST
|
$2.12M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
AT&T
T
$212B
| $4.68M | 1.57% |
244,704
+13,343
| +6% | +$255K |
|
27
iShares MBS ETF
MBB
$41.1B
| $4.55M | 1.53% |
49,507
+1,217
| +3% | +$112K |
|
28
Valero Energy
VLO
$48.3B
| $4.53M | 1.52% |
28,874
+111
| +0.4% | +$17.4K |
|
29
eBay
EBAY
$42.5B
| $4.5M | 1.51% |
83,819
+2,570
| +3% | +$138K |
|
30
PACCAR
PCAR
$51.6B
| $4.44M | 1.49% |
43,117
-1,247
| -3% | -$128K |
|
31
Salesforce
CRM
$233B
| $4.37M | 1.47% |
16,979
+2,186
| +15% | +$562K |
|
32
Procter & Gamble
PG
$373B
| $4.35M | 1.46% |
26,405
+853
| +3% | +$141K |
|
33
Cigna
CI
$81.2B
| $4.35M | 1.46% |
13,169
+304
| +2% | +$100K |
|
34
CBRE Group
CBRE
$48.1B
| $4.16M | 1.4% |
46,682
+1,838
| +4% | +$164K |
|
35
Nucor
NUE
$33.3B
| $4.04M | 1.36% |
25,565
+1,579
| +7% | +$250K |
|
36
iShares S&P 500 Value ETF
IVE
$41.2B
| $3.99M | 1.34% |
21,930
-422
| -2% | -$76.8K |
|
37
Gilead Sciences
GILD
$140B
| $3.99M | 1.34% |
58,095
+9,178
| +19% | +$630K |
|
38
Cognizant
CTSH
$34.9B
| $3.97M | 1.33% |
58,450
+5,518
| +10% | +$375K |
|
39
Cisco
CSCO
$269B
| $3.97M | 1.33% |
83,595
+7,922
| +10% | +$376K |
|
40
Zoom
ZM
$24.8B
| $3.84M | 1.29% |
64,886
+8,611
| +15% | +$510K |
|
|
41
Bristol-Myers Squibb
BMY
$95B
| $3.64M | 1.22% |
87,607
+19,113
| +28% | +$794K |
|
|
42
Caterpillar
CAT
$197B
| $3.45M | 1.16% |
+10,350
| New | +$3.45M |
|
43
iShares S&P 500 Growth ETF
IVW
$63.7B
| $2.79M | 0.94% |
30,129
-1,472
| -5% | -$136K |
|
44
SPDR Gold Trust
GLD
$110B
| $1.32M | 0.44% |
6,150
-565
| -8% | -$121K |
|
45
Vanguard Total Stock Market ETF
VTI
$529B
| $795K | 0.27% |
2,973
+36
| +1% | +$9.63K |
|
46
iShares Core S&P 500 ETF
IVV
$666B
| $766K | 0.26% |
1,399
-15
| -1% | -$8.21K |
|
47
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $628K | 0.21% |
7,693
+1,187
| +18% | +$96.9K |
|
48
Ares Capital
ARCC
$15.8B
| $595K | 0.2% |
28,568
| – | – |
|
49
iShares Russell 1000 Growth ETF
IWF
$118B
| $592K | 0.2% |
1,624
-50
| -3% | -$18.2K |
|
50
NVIDIA
NVDA
$4.18T
| $500K | 0.17% |
4,050
-60
| -1% | -$7.41K |
|