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
$322M
AUM Growth
+$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$4.89M
3
+$1.39M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$613K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$358K

Top Sells

1
+$2.23M
2
+$1.38M
3
+$827K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$775K
5
AVGO icon
Broadcom
AVGO
+$760K

Sector Composition

1 Technology 14.28%
2 Healthcare 5.61%
3 Financials 5.28%
4 Consumer Discretionary 4.39%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.17M 1.61%
63,382
-3,479
27
$5.14M 1.6%
225,693
-13,021
28
$4.96M 1.54%
83,856
-1,487
29
$4.75M 1.48%
76,723
-5,467
30
$4.66M 1.45%
39,290
-790
31
$4.65M 1.44%
82,131
-6,518
32
$4.61M 1.43%
44,347
-305
33
$4.48M 1.39%
58,289
-499
34
$4.48M 1.39%
26,712
-29
35
$4.14M 1.29%
38,039
-1,653
36
$4.12M 1.28%
26,840
+642
37
$3.95M 1.23%
10,895
+66
38
$3.9M 1.21%
31,792
+1,937
39
$3.81M 1.18%
19,939
-4,060
40
$3.79M 1.18%
13,742
+429
41
$3.53M 1.1%
4,961
+357
42
$3.48M 1.08%
29,810
+2,523
43
$2.86M 0.89%
109,350
+6,631
44
$2.7M 0.84%
26,546
-13,612
45
$1.34M 0.42%
5,529
-469
46
$1.01M 0.31%
2,515
+891
47
$851K 0.26%
2,936
-37
48
$821K 0.26%
1,394
-5
49
$625K 0.19%
28,568
50
$532K 0.17%
3,965
1
2
3