HCM

Hudson Capital Management Portfolio holdings

AUM $387M
1-Year Est. Return 18.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$731K
3
+$641K
4
BMY icon
Bristol-Myers Squibb
BMY
+$362K
5
CRM icon
Salesforce
CRM
+$349K

Top Sells

1
+$1.23M
2
+$1.05M
3
+$628K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$541K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$474K

Sector Composition

1 Technology 12.87%
2 Financials 5.18%
3 Healthcare 5.15%
4 Consumer Discretionary 4.93%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.87M 1.56%
52,909
-644
27
$5.86M 1.56%
12,285
+253
28
$5.84M 1.55%
4,731
+53
29
$5.81M 1.54%
84,963
+425
30
$5.74M 1.52%
44,253
+457
31
$5.74M 1.52%
43,417
+655
32
$5.46M 1.45%
66,225
+1,531
33
$5.13M 1.36%
30,817
+1,842
34
$4.91M 1.3%
49,918
+2,665
35
$4.84M 1.28%
35,720
+936
36
$4.6M 1.22%
29,912
+1,908
37
$4.53M 1.2%
15,731
+1,127
38
$4.46M 1.18%
42,977
+2,038
39
$4.41M 1.17%
18,593
+1,384
40
$4.36M 1.16%
96,624
+7,760
41
$4.26M 1.13%
63,564
+3,472
42
$4.16M 1.1%
7,397
+1,292
43
$4.06M 1.08%
19,643
-733
44
$2.95M 0.78%
24,443
-1,177
45
$2.9M 0.77%
106,145
-4,770
46
$1.77M 0.47%
4,988
-71
47
$945K 0.25%
2,880
-60
48
$913K 0.24%
1,364
-5
49
$876K 0.23%
7,374
-500
50
$828K 0.22%
4,440
1
2
3