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
$180M
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.2M
3
+$1.02M
4
LEA icon
Lear
LEA
+$416K
5
GMF icon
SPDR S&P Emerging Asia Pacific ETF
GMF
+$409K

Top Sells

1
+$1.69M
2
+$1.39M
3
+$731K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$442K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$438K

Sector Composition

1 Technology 10.83%
2 Financials 6.97%
3 Healthcare 4.49%
4 Industrials 3.81%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$415K 0.23%
5,171
-2,755
52
$379K 0.21%
+1,818
53
$369K 0.21%
7,672
54
$345K 0.19%
2,483
-844
55
$341K 0.19%
5,192
-6,733
56
$338K 0.19%
9,915
-4,434
57
$325K 0.18%
6,424
-5,225
58
$316K 0.18%
29,093
59
$293K 0.16%
3,380
-140
60
$281K 0.16%
2,256
61
$279K 0.16%
1,347
62
$279K 0.16%
10,661
+225
63
$257K 0.14%
8,994
-458
64
$233K 0.13%
12,500
65
$232K 0.13%
11,757
-9,458
66
$219K 0.12%
6,814
67
$219K 0.12%
3,622
-259
68
$218K 0.12%
1,719
69
$216K 0.12%
1,554
-926
70
$205K 0.11%
+7,000
71
$140K 0.08%
10,702
72
$51.2K 0.03%
80
+5
73
$34.6K 0.02%
+11,000
74
– –
-24,099
75
– –
-771
1 2
3
4