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
$151M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.33M
3
+$2.72M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$2.63M
5
EA icon
Electronic Arts
EA
+$1.59M

Top Sells

1
+$19.5M
2
+$2.94M
3
+$2.49M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.48M
5
AAPL icon
Apple
AAPL
+$733K

Sector Composition

1 Technology 10.66%
2 Healthcare 6.03%
3 Financials 4.65%
4 Industrials 3.73%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$363K 0.24%
2,719
+1,000
52
$361K 0.24%
+6,000
53
$349K 0.23%
10,349
54
$321K 0.21%
+11,450
55
$284K 0.19%
3,275
-17,066
56
$268K 0.18%
12,186
+3,192
57
$253K 0.17%
8,181
-1,312
58
$249K 0.17%
7,572
-100
59
$243K 0.16%
1,882
+579
60
$222K 0.15%
4,134
+592
61
$214K 0.14%
2,256
62
$213K 0.14%
29,093
63
$202K 0.13%
4,053
-382
64
$162K 0.11%
1,485
65
$135K 0.09%
12,500
66
$29K 0.02%
80
67
– –
-11,000
68
– –
-3,525
69
– –
-10,702
70
– –
-383,780
71
– –
-12,498
72
– –
-1,217
73
– –
-3,640
74
– –
-46,550
75
– –
-4,720
1 2
3
4