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
$198M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.54M
3
+$1.33M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.21M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.06M

Top Sells

1
+$1.66M
2
+$645K
3
+$504K
4
BA icon
Boeing
BA
+$439K
5
LHX icon
L3Harris
LHX
+$379K

Sector Composition

1 Technology 11%
2 Financials 6.35%
3 Healthcare 4.93%
4 Industrials 4.02%
5 Consumer Discretionary 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$420K 0.21%
+15,589
52
$420K 0.21%
7,672
53
$410K 0.21%
4,720
-451
54
$353K 0.18%
9,493
-422
55
$352K 0.18%
2,230
-253
56
$333K 0.17%
29,093
57
$280K 0.14%
1,217
-130
58
$279K 0.14%
2,256
59
$265K 0.13%
8,994
60
$251K 0.13%
12,498
+741
61
$239K 0.12%
3,525
-1,667
62
$239K 0.12%
4,435
-1,989
63
$233K 0.12%
12,500
64
$218K 0.11%
7,000
65
$217K 0.11%
3,542
-80
66
$216K 0.11%
1,719
67
$213K 0.11%
+1,303
68
$212K 0.11%
+3,640
69
$137K 0.07%
10,702
70
$113K 0.06%
+1,485
71
$56K 0.03%
80
72
$36K 0.02%
11,000
73
– –
-3,380
74
– –
-1,153
75
– –
-10,661
1 2
3
4