HCM

Hudson Capital Management Portfolio holdings

AUM $353M
1-Year Est. Return 15.41%
This Quarter Est. Return
1 Year Est. Return
+15.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.04M
3
+$6.87M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.18M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.15%
2 Financials 7.35%
3 Healthcare 5.57%
4 Industrials 4.03%
5 Consumer Discretionary 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$817K 0.6%
+23,772
52
$737K 0.54%
+13,023
53
$705K 0.52%
+6,732
54
$672K 0.49%
+39,280
55
$668K 0.49%
+42,500
56
$665K 0.49%
+8,655
57
$647K 0.47%
+2,193
58
$643K 0.47%
+9,149
59
$614K 0.45%
+30,703
60
$563K 0.41%
+13,545
61
$562K 0.41%
+10,441
62
$562K 0.41%
+31,384
63
$533K 0.39%
+9,516
64
$532K 0.39%
+4,807
65
$512K 0.38%
+9,529
66
$498K 0.37%
+6,843
67
$436K 0.32%
+5,253
68
$396K 0.29%
+2,002
69
$387K 0.28%
+1,521
70
$362K 0.27%
+57,728
71
$338K 0.25%
+30,093
72
$331K 0.24%
+9,202
73
$330K 0.24%
+2,703
74
$320K 0.23%
+5,830
75
$320K 0.23%
+2,052
1 2
3
4