HCM

Hudson Capital Management Portfolio holdings

AUM $353M
This Quarter Return
+6.46%
1 Year Return
+15.41%
3 Year Return
+47.41%
5 Year Return
+68.02%
10 Year Return
–
AUM
$353M
AUM Growth
+$353M
Cap. Flow
+$7.74M
Cap. Flow %
2.2%
Top 10 Hldgs %
44.4%
Holding
74
New
9
Increased
27
Reduced
24
Closed
1

Top Buys

1
PSC icon
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$9.32M
2
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$8M
3
VGT icon
Vanguard Information Technology ETF
VGT
$541K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
$474K
5
REGN icon
Regeneron Pharmaceuticals
REGN
$340K

Top Sells

1
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$8.42M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
$1.43M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$887K
4
IVE icon
iShares S&P 500 Value ETF
IVE
$646K
5
AVGO icon
Broadcom
AVGO
$532K

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 Shares
Change % 		Capital Flow
IWF icon
51
iShares Russell 1000 Growth ETF
IWF
$117B
$681K 0.19%
1,605
– –
ARCC icon
52
Ares Capital
ARCC
$15.7B
$627K 0.18%
28,568
– –
VGT icon
53
Vanguard Information Technology ETF
VGT
$99.1B
$541K 0.15%
+815
New +$541K
XLK icon
54
Technology Select Sector SPDR Fund
XLK
$83.6B
$474K 0.13%
+1,871
New +$474K
GS icon
55
Goldman Sachs
GS
$221B
$437K 0.12%
617
-150
-20% -$106K
COST icon
56
Costco
COST
$421B
$404K 0.11%
408
– –
MSFT icon
57
Microsoft
MSFT
$3.76T
$397K 0.11%
798
– –
META icon
58
Meta Platforms (Facebook)
META
$1.85T
$342K 0.1%
464
– –
IEF icon
59
iShares 7-10 Year Treasury Bond ETF
IEF
$35.6B
$314K 0.09%
3,279
+97
+3% +$9.29K
BR icon
60
Broadridge
BR
$29.3B
$268K 0.08%
1,104
– –
IYC icon
61
iShares US Consumer Discretionary ETF
IYC
$1.72B
$266K 0.08%
+2,665
New +$266K
AMZN icon
62
Amazon
AMZN
$2.41T
$261K 0.07%
1,192
+125
+12% +$27.4K
SHY icon
63
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$257K 0.07%
3,098
+45
+1% +$3.73K
FPE icon
64
First Trust Preferred Securities and Income ETF
FPE
$6.09B
$255K 0.07%
14,342
-1,334
-9% -$23.7K
NVS icon
65
Novartis
NVS
$248B
$248K 0.07%
+2,048
New +$248K
QQQ icon
66
Invesco QQQ Trust
QQQ
$364B
$247K 0.07%
448
– –
ISTB icon
67
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.44B
$227K 0.06%
4,675
+32
+0.7% +$1.56K
CLBK icon
68
Columbia Financial
CLBK
$1.56B
$227K 0.06%
15,632
– –
ISRG icon
69
Intuitive Surgical
ISRG
$158B
$222K 0.06%
409
– –
TT icon
70
Trane Technologies
TT
$90.9B
$222K 0.06%
+508
New +$222K
RSPT icon
71
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.7B
$219K 0.06%
+5,368
New +$219K
VFH icon
72
Vanguard Financials ETF
VFH
$12.9B
$216K 0.06%
+1,695
New +$216K
BDX icon
73
Becton Dickinson
BDX
$54.3B
$203K 0.06%
1,177
– –
EPD icon
74
Enterprise Products Partners
EPD
$68.9B
– –
-6,230
Closed -$213K
1 2
3