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
$377M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$726K
3
+$641K
4
BMY icon
Bristol-Myers Squibb
BMY
+$350K
5
CRM icon
Salesforce
CRM
+$328K

Top Sells

1
+$1.32M
2
+$1.03M
3
+$646K
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
IWF icon
51
iShares Russell 1000 Growth ETF
IWF
$124B
$752K 0.2%
1,605
ARCC icon
52
Ares Capital
ARCC
$15B
$583K 0.15%
28,568
GS icon
53
Goldman Sachs
GS
$289B
$491K 0.13%
617
MSFT icon
54
Microsoft
MSFT
$3.42T
$414K 0.11%
798
COST icon
55
Costco
COST
$428B
$378K 0.1%
408
META icon
56
Meta Platforms (Facebook)
META
$1.56T
$341K 0.09%
464
SBIT icon
57
ProShares UltraShort Bitcoin ETF
SBIT
$104M
$317K 0.08%
+10,901
IEF icon
58
iShares 7-10 Year Treasury Bond ETF
IEF
$45.8B
$300K 0.08%
3,113
-166
BR icon
59
Broadridge
BR
$25.5B
$263K 0.07%
1,104
NVS icon
60
Novartis
NVS
$277B
$263K 0.07%
2,048
AMZN icon
61
Amazon
AMZN
$2.56T
$262K 0.07%
1,192
QQQ icon
62
Invesco QQQ Trust
QQQ
$409B
$256K 0.07%
426
-22
FPE icon
63
First Trust Preferred Securities and Income ETF
FPE
$6.44B
$248K 0.07%
13,576
-766
SHY icon
64
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$246K 0.07%
2,965
-133
BDX icon
65
Becton Dickinson
BDX
$59B
$220K 0.06%
1,177
CLBK icon
66
Columbia Financial
CLBK
$1.65B
$220K 0.06%
14,632
-1,000
ISTB icon
67
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.71B
$219K 0.06%
4,478
-197
TT icon
68
Trane Technologies
TT
$86.4B
$214K 0.06%
508
ISRG icon
69
Intuitive Surgical
ISRG
$190B
– –
-409
IYC icon
70
iShares US Consumer Discretionary ETF
IYC
$1.61B
– –
-2,665
RSPT icon
71
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.11B
– –
-5,368
VFH icon
72
Vanguard Financials ETF
VFH
$13.4B
– –
-1,695
VGT icon
73
Vanguard Information Technology ETF
VGT
$114B
– –
-815
XLK icon
74
State Street Technology Select Sector SPDR ETF
XLK
$93.6B
– –
-3,742
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