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
$178M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.63M
3
+$1.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$956K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$873K

Top Sells

1
+$1.66M
2
+$1.34M
3
+$559K
4
ET icon
Energy Transfer Partners
ET
+$429K
5
CI icon
Cigna
CI
+$337K

Sector Composition

1 Technology 11.92%
2 Financials 7.72%
3 Healthcare 4.76%
4 Consumer Discretionary 3.37%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$619K 0.35%
46,550
-232
52
$603K 0.34%
11,649
-3,036
53
$590K 0.33%
14,349
-5,142
54
$510K 0.29%
1,400
-416
55
$490K 0.28%
11,094
56
$480K 0.27%
5,667
+817
57
$446K 0.25%
3,327
-525
58
$438K 0.25%
7,202
+1,545
59
$411K 0.23%
21,215
-3,783
60
$379K 0.21%
7,672
+3,372
61
$344K 0.19%
6,486
-1,462
62
$333K 0.19%
3,520
-60
63
$327K 0.18%
2,480
-1,230
64
$314K 0.18%
29,093
65
$288K 0.16%
+2,256
66
$276K 0.16%
1,347
-110
67
$269K 0.15%
+10,436
68
$257K 0.15%
5,440
-6,376
69
$239K 0.13%
9,452
+7
70
$224K 0.13%
12,500
71
$222K 0.13%
+1,692
72
$222K 0.12%
+3,881
73
$221K 0.12%
+1,482
74
$219K 0.12%
6,814
-200
75
$218K 0.12%
771
-226
1 2
3
4