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
$226M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.32M
3
+$2.43M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.27M
5
T icon
AT&T
T
+$1.42M

Top Sells

1
+$5.36M
2
+$5.02M
3
+$2.92M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$2.84M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.35M

Sector Composition

1 Technology 7.85%
2 Financials 3.89%
3 Healthcare 3.38%
4 Industrials 3.27%
5 Communication Services 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$560K 0.25%
2,875
+246
52
$402K 0.18%
14,774
+1,600
53
$395K 0.18%
2,969
-150
54
$378K 0.17%
7,300
-272
55
$276K 0.12%
1,800
-100
56
$264K 0.12%
6,880
57
$256K 0.11%
1,500
58
$235K 0.1%
3,971
+54
59
$231K 0.1%
1,420
-140
60
$223K 0.1%
+847
61
$216K 0.1%
1,820
-798
62
$211K 0.09%
12,500
63
$150K 0.07%
1,485
64
$30K 0.01%
80
65
– –
-3,738
66
– –
-3,604
67
– –
-7,385
1 2
3