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
-$419K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$539K
3
+$522K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$462K
5
HUM icon
Humana
HUM
+$403K

Top Sells

1
+$1.33M
2
+$1.17M
3
+$1.05M
4
DHS icon
WisdomTree US High Dividend Fund
DHS
+$498K
5
ARCC icon
Ares Capital
ARCC
+$475K

Sector Composition

1 Technology 9.74%
2 Financials 7.11%
3 Healthcare 4.84%
4 Industrials 3.33%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$789K 0.58%
7,993
+1,261
52
$779K 0.57%
23,128
-644
53
$750K 0.55%
2,288
+95
54
$702K 0.52%
27,162
-2,469
55
$664K 0.49%
40,920
+9,536
56
$633K 0.47%
9,086
-63
57
$615K 0.45%
39,280
58
$599K 0.44%
30,793
+90
59
$542K 0.4%
2,467
-6,054
60
$538K 0.4%
10,441
61
$520K 0.38%
4,770
-37
62
$496K 0.37%
9,106
-410
63
$468K 0.34%
9,005
-524
64
$403K 0.3%
+1,500
65
$396K 0.29%
1,572
+51
66
$391K 0.29%
62,266
+4,538
67
$375K 0.28%
30,093
68
$335K 0.25%
4,445
-808
69
$334K 0.25%
1,608
-394
70
$326K 0.24%
2,703
71
$269K 0.2%
7,014
72
$245K 0.18%
4,886
-1,040
73
$228K 0.17%
1,622
-430
74
$198K 0.15%
12,500
-30,000
75
$44K 0.03%
75
1 2
3
4