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
$164M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.3M
3
+$1.47M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.23M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$693K

Top Sells

1
+$338K
2
+$280K
3
+$180K
4
CLBK icon
Columbia Financial
CLBK
+$178K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$159K

Sector Composition

1 Technology 11.75%
2 Financials 7.41%
3 Healthcare 5.59%
4 Consumer Discretionary 3.24%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$730K 0.44%
9,197
-152
52
$719K 0.44%
4,824
-158
53
$705K 0.43%
10,803
+3,886
54
$693K 0.42%
1,816
-363
55
$633K 0.39%
41,164
-1,339
56
$613K 0.37%
+6,900
57
$602K 0.37%
46,782
58
$571K 0.35%
11,816
-1,933
59
$559K 0.34%
11,094
-400
60
$501K 0.31%
3,710
-43
61
$476K 0.29%
24,998
-3,004
62
$454K 0.28%
3,852
-419
63
$408K 0.25%
4,850
+913
64
$403K 0.25%
7,948
-210
65
$347K 0.21%
5,657
-709
66
$337K 0.21%
2,098
-490
67
$325K 0.2%
2,927
-1,426
68
$319K 0.19%
3,580
69
$295K 0.18%
2,398
-205
70
$286K 0.17%
997
-237
71
$280K 0.17%
1,457
-184
72
$279K 0.17%
29,093
-1,000
73
$253K 0.15%
+4,300
74
$240K 0.15%
4,472
-50
75
$225K 0.14%
+1,610
1 2
3
4