HCM
Hudson Capital Management Portfolio holdings
AUM
$353M
This Quarter Return
+11.24%
1 Year Return
+15.41%
3 Year Return
+47.41%
5 Year Return
+68.02%
10 Year Return
–
AUM
$226M
AUM Growth
+$226M
(+10%)
Cap. Flow
+$17.1M
Cap. Flow
% of AUM
7.59%
Top 10 Holdings %
Top 10 Hldgs %
58.7%
Holding
67
New
2
Increased
22
Reduced
34
Closed
3
Top Buys
| 1 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$8.18M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$6.96M |
| 3 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$4.32M |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$4.28M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$2.66M |
Top Sells
| 1 |
Bank of America Series L
BAC.PRL
|
$5.36M |
| 2 |
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
|
$5.02M |
| 3 |
Apple
AAPL
|
$2.92M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.35M |
| 5 |
General Motors
GM
|
$794K |
Sector Composition
| 1 | Technology | 7.85% |
| 2 | Financials | 3.89% |
| 3 | Healthcare | 3.38% |
| 4 | Industrials | 3.27% |
| 5 | Communication Services | 2.85% |
