HCM

Hudson Capital Management Portfolio holdings

AUM $377M
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$328M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.12M
3
+$713K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$669K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$445K

Top Sells

1
+$1.23M
2
+$329K
3
+$260K
4
GILD icon
Gilead Sciences
GILD
+$259K
5
UPS icon
United Parcel Service
UPS
+$219K

Sector Composition

1 Technology 13.02%
2 Healthcare 6.09%
3 Financials 5.12%
4 Consumer Discretionary 4.39%
5 Communication Services 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.76M 1.45%
64,571
+1,189
27
$4.74M 1.45%
28,333
-339
28
$4.74M 1.45%
14,413
+671
29
$4.71M 1.44%
100,150
+1,991
30
$4.69M 1.43%
27,530
+818
31
$4.59M 1.4%
39,057
-694
32
$4.55M 1.39%
59,504
+1,215
33
$4.55M 1.39%
40,728
+1,438
34
$4.51M 1.38%
23,682
+3,743
35
$4.47M 1.36%
16,646
+391
36
$4.44M 1.35%
45,556
+1,209
37
$4.43M 1.35%
33,511
+1,719
38
$4.3M 1.31%
28,004
+1,164
39
$4.25M 1.29%
41,305
+3,266
40
$3.93M 1.2%
32,630
+2,820
41
$3.81M 1.16%
11,547
+652
42
$3.59M 1.09%
38,638
+12,092
43
$3.46M 1.06%
5,458
+497
44
$3.04M 0.93%
113,953
+4,603
45
$1.57M 0.48%
5,463
-66
46
$807K 0.25%
2,936
47
$769K 0.23%
1,369
-25
48
$633K 0.19%
28,568
49
$580K 0.18%
1,605
-910
50
$481K 0.15%
4,440
+475
1
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3