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
$131M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.12M
3
+$547K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$489K
5
IBM icon
IBM
IBM
+$410K

Top Sells

1
+$1.57M
2
+$1.03M
3
+$680K
4
PEG icon
Public Service Enterprise Group
PEG
+$319K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$278K

Sector Composition

1 Technology 10.99%
2 Financials 8.52%
3 Healthcare 6.53%
4 Industrials 3.47%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$657K 0.5%
1,768
-462
52
$648K 0.49%
46,782
53
$631K 0.48%
5,520
-407
54
$558K 0.43%
29,203
-1,498
55
$532K 0.41%
10,441
56
$524K 0.4%
2,465
+287
57
$512K 0.39%
4,743
-25
58
$483K 0.37%
7,133
-1,473
59
$429K 0.33%
7,805
-1,027
60
$410K 0.31%
+2,838
61
$403K 0.31%
1,472
-449
62
$378K 0.29%
42,336
-2,456
63
$364K 0.28%
+14,355
64
$346K 0.26%
1,542
+30
65
$339K 0.26%
30,093
66
$331K 0.25%
15,538
-3,394
67
$322K 0.25%
2,703
68
$312K 0.24%
29,292
+5,554
69
$260K 0.2%
7,014
70
$255K 0.19%
9,236
-1,691
71
$253K 0.19%
+1,831
72
$237K 0.18%
89,484
+18,464
73
$215K 0.16%
12,500
74
$200K 0.15%
+1,793
75
$36K 0.03%
75
1 2
3
4