HCM

Hudson Capital Management Portfolio holdings

AUM $399M
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$7.99M
3
+$474K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$415K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$361K

Top Sells

1
+$7.96M
2
+$1.29M
3
+$843K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$616K
5
AVGO icon
Broadcom
AVGO
+$419K

Sector Composition

1 Technology 13.27%
2 Healthcare 5.32%
3 Financials 5.22%
4 Consumer Discretionary 4.39%
5 Communication Services 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.49M 1.56%
4,678
-1
27
$5.41M 1.54%
43,796
+304
28
$5.04M 1.43%
64,694
+123
29
$4.98M 1.41%
101,273
+1,123
30
$4.83M 1.37%
14,604
+191
31
$4.69M 1.33%
17,209
+563
32
$4.69M 1.33%
60,092
+588
33
$4.67M 1.33%
12,032
+485
34
$4.65M 1.32%
34,616
+1,105
35
$4.61M 1.31%
28,975
+971
36
$4.51M 1.28%
42,762
+1,457
37
$4.51M 1.28%
34,784
+2,154
38
$4.49M 1.27%
47,253
+1,697
39
$4.46M 1.27%
28,004
+474
40
$4.4M 1.25%
40,939
+211
41
$4.11M 1.17%
88,864
+2,551
42
$3.98M 1.13%
20,376
-3,306
43
$3.21M 0.91%
6,105
+647
44
$2.94M 0.83%
110,915
-3,038
45
$2.82M 0.8%
25,620
-13,018
46
$1.54M 0.44%
5,059
-404
47
$894K 0.25%
2,940
+4
48
$861K 0.24%
7,874
-77,023
49
$850K 0.24%
1,369
50
$701K 0.2%
4,440
1
2
3