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
$205M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$6.21M
3
+$5.98M
4
ARKK icon
ARK Innovation ETF
ARKK
+$3.21M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.09M

Top Sells

1
+$14.3M
2
+$4.66M
3
+$2.76M
4
LEA icon
Lear
LEA
+$1.9M
5
XOM icon
Exxon Mobil
XOM
+$1.61M

Sector Composition

1 Technology 9.05%
2 Healthcare 4.31%
3 Industrials 3.51%
4 Financials 3.19%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$417K 0.2%
3,119
+320
52
$416K 0.2%
6,000
53
$368K 0.18%
13,174
+424
54
$330K 0.16%
7,572
55
$262K 0.13%
12,186
56
$257K 0.13%
7,385
-796
57
$251K 0.12%
1,900
-256
58
$246K 0.12%
1,560
+20
59
$226K 0.11%
2,618
-2,848
60
$211K 0.1%
1,500
61
$208K 0.1%
+3,917
62
$204K 0.1%
6,880
-870
63
$174K 0.09%
12,500
64
$157K 0.08%
1,485
65
$30.1K 0.01%
80
66
– –
-19,263
67
– –
-10,349
68
– –
-3,483
69
– –
-6,754
70
– –
-54,011
71
– –
-17,393
72
– –
-1,057
73
– –
-83,711
74
– –
-1,303
75
– –
-128,859
1 2
3
4