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
$399M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$4.77M
3
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$639K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$517K

Top Sells

1
+$14.8M
2
+$829K
3
+$818K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$577K
5
SBIT icon
ProShares UltraShort Bitcoin ETF
SBIT
+$317K

Sector Composition

1 Technology 12.8%
2 Healthcare 5.91%
3 Financials 5.05%
4 Consumer Discretionary 4.9%
5 Communication Services 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJJ icon
26
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.48B
$5.89M 1.48%
44,774
+521
BAC.PRL icon
27
Bank of America Series L
BAC.PRL
$3.77B
$5.86M 1.47%
4,683
+45
WFC.PRL icon
28
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.78B
$5.83M 1.46%
4,812
+81
ZM icon
29
Zoom
ZM
$26.5B
$5.8M 1.45%
67,162
+937
VLO icon
30
Valero Energy
VLO
$69.9B
$5.7M 1.43%
35,003
-202
PCAR icon
31
PACCAR
PCAR
$66.8B
$5.69M 1.43%
51,915
+1,997
IJR icon
32
iShares Core S&P Small-Cap ETF
IJR
$101B
$5.68M 1.43%
47,300
+39,926
CTSH icon
33
Cognizant
CTSH
$26.4B
$5.57M 1.4%
67,107
+3,543
BMY icon
34
Bristol-Myers Squibb
BMY
$121B
$5.55M 1.39%
102,952
+6,328
T icon
35
AT&T
T
$186B
$5.55M 1.39%
223,383
+5,413
QCOM icon
36
Qualcomm
QCOM
$143B
$5.46M 1.37%
31,927
+1,110
VST icon
37
Vistra
VST
$53.1B
$5.34M 1.34%
33,105
+163
CRM icon
38
Salesforce
CRM
$142B
$5.23M 1.31%
19,725
+1,132
PHM icon
39
Pultegroup
PHM
$25B
$5.19M 1.3%
44,246
+829
PRU icon
40
Prudential Financial
PRU
$32.8B
$5.04M 1.27%
44,692
+1,715
CI icon
41
Cigna
CI
$73.8B
$4.63M 1.16%
16,818
+1,087
PG icon
42
Procter & Gamble
PG
$339B
$4.52M 1.13%
31,525
+1,613
IVE icon
43
iShares S&P 500 Value ETF
IVE
$48.7B
$4.36M 1.09%
20,564
+921
IVW icon
44
iShares S&P 500 Growth ETF
IVW
$68.9B
$3.01M 0.76%
24,427
-16
BAB icon
45
Invesco Taxable Municipal Bond ETF
BAB
$1.03B
$2.99M 0.75%
110,024
+3,879
GLD icon
46
SPDR Gold Trust
GLD
$159B
$1.89M 0.47%
4,772
-216
VTI icon
47
Vanguard Total Stock Market ETF
VTI
$611B
$968K 0.24%
2,886
+6
IVV icon
48
iShares Core S&P 500 ETF
IVV
$781B
$856K 0.21%
1,249
-115
NVDA icon
49
NVIDIA
NVDA
$4.85T
$828K 0.21%
4,440
IWF icon
50
iShares Russell 1000 Growth ETF
IWF
$124B
$725K 0.18%
1,531
-74
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