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HCM

Hudson Capital Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.94%
This Fund
S&P 500
This Quarter Est. Return
+3.33%
1 Year Est. Return
+20.94%
3 Year Est. Return
+61.59%
5 Year Est. Return
+57.27%
10 Year Est. Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow %
98.11%
Top 10 Hldgs %
42.99%
Holding
85
New
84
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.8M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.04M
3
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$6.88M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.16M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 8.45%
2 Financials 7.35%
3 Healthcare 5.57%
4 Industrials 4.73%
5 Consumer Discretionary 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFE icon
51
Pfizer
PFE
$143B
$817K 0.6%
+23,772
New +$811K
TXT icon
52
Textron
TXT
$14.7B
$737K 0.54%
+13,023
New +$709K
TARO
53
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
$705K 0.52%
+6,732
New +$740K
CSBK
54
DELISTED
Clifton Bancorp Inc.
CSBK
$672K 0.49%
+39,280
New +$667K
ARCC icon
55
Ares Capital
ARCC
$13.4B
$668K 0.49%
+42,500
New +$690K
IJR icon
56
iShares Core S&P Small-Cap ETF
IJR
$109B
$665K 0.49%
+8,655
New +$652K
BA icon
57
Boeing
BA
$169B
$647K 0.47%
+2,193
New +$594K
EFA icon
58
iShares MSCI EAFE ETF
EFA
$76.4B
$643K 0.47%
+9,149
New +$636K
FPE icon
59
First Trust Preferred Securities and Income ETF
FPE
$6.3B
$614K 0.45%
+30,703
New +$617K
KEYS icon
60
Keysight
KEYS
$50.7B
$563K 0.41%
+13,545
New +$585K
BNY
61
Bank of New York Mellon
BNY
$103B
$562K 0.41%
+10,441
New +$556K
ETP
62
DELISTED
Energy Transfer Partners, L.P.
ETP
$562K 0.41%
+31,384
New +$542K
USIG icon
63
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$533K 0.39%
+9,516
New +$532K
MUB icon
64
iShares National Muni Bond ETF
MUB
$45.2B
$532K 0.39%
+4,807
New +$532K
MRK icon
65
Merck
MRK
$322B
$512K 0.38%
+9,529
New +$528K
DHS icon
66
WisdomTree US High Dividend Fund
DHS
$1.58B
$498K 0.37%
+6,843
New +$489K
VNQ icon
67
Vanguard Real Estate ETF
VNQ
$39.9B
$436K 0.32%
+5,253
New +$440K
LLL
68
DELISTED
L3 Technologies, Inc.
LLL
$396K 0.29%
+2,002
New +$381K
GS icon
69
Goldman Sachs
GS
$289B
$387K 0.28%
+1,521
New +$373K
SAN icon
70
Banco Santander
SAN
$191B
$362K 0.27%
+57,728
New +$365K
VLY icon
71
Valley National Bancorp
VLY
$7.9B
$338K 0.25%
+30,093
New +$349K
NOV icon
72
NOV
NOV
$6.84B
$331K 0.24%
+9,202
New +$311K
IEI icon
73
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$330K 0.24%
+2,703
New +$332K
IP icon
74
International Paper
IP
$22.6B
$320K 0.23%
+5,830
New +$313K
MCK icon
75
McKesson
MCK
$104B
$320K 0.23%
+2,052
New +$304K
1 2
3
4

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Hudson Capital Management's Q4 2017 Portfolio in Review

Q4 2017 is the first quarter with a 13F filing on record for Hudson Capital Management, which disclosed 85 positions worth $136M. Its ten largest holdings account for 43% of the portfolio.

Its largest position is iShares Core MSCI EAFE ETF: 226,623 shares worth $15M.

By sector, the portfolio is most concentrated in Technology at 8.5% of assets, followed by Financials and Healthcare.

  • Hudson Capital Management's largest Q4 2017 buy was iShares Core MSCI EAFE ETF: 226,623 shares worth $15M.
  • Hudson Capital Management's ten largest holdings make up 43% of its $136M portfolio in Q4 2017.
  • Hudson Capital Management disclosed 85 positions in Q4 2017, its first 13F filing on record.

Based on Hudson Capital Management's 13F filing for Q4 2017, filed 23 Jan 2018.