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
$188M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$4.66M
3
+$1.31M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.12M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1M

Top Sells

1
+$4.33M
2
+$1.32M
3
+$1.22M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.21M
5
SAN icon
Banco Santander
SAN
+$1.09M

Sector Composition

1 Technology 10.36%
2 Healthcare 4.97%
3 Financials 4.16%
4 Industrials 3.74%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$460K 0.24%
5,466
-3,222
52
$407K 0.22%
6,754
-3,832
53
$400K 0.21%
10,349
54
$374K 0.2%
2,799
+80
55
$360K 0.19%
6,000
56
$357K 0.19%
12,750
+1,300
57
$354K 0.19%
+15,315
58
$327K 0.17%
2,088
+206
59
$324K 0.17%
3,736
+461
60
$323K 0.17%
+1,303
61
$314K 0.17%
7,572
62
$278K 0.15%
12,186
63
$272K 0.14%
2,156
-100
64
$254K 0.14%
8,181
65
$241K 0.13%
+1,500
66
$236K 0.13%
+9,684
67
$228K 0.12%
29,093
68
$222K 0.12%
+3,483
69
$215K 0.11%
+1,057
70
$213K 0.11%
+7,750
71
$212K 0.11%
+1,540
72
$204K 0.11%
+8,304
73
$193K 0.1%
1,485
74
$181K 0.1%
12,500
75
$39K 0.02%
80
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3
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