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
$234M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$2.31M
3
+$2.21M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.7M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.65M

Top Sells

1
+$6.44M
2
+$4.48M
3
+$2.33M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.04M
5
PARA
Paramount Global Class B
PARA
+$1.02M

Sector Composition

1 Technology 7.64%
2 Financials 4.25%
3 Industrials 3.4%
4 Healthcare 3.38%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$391K 0.17%
+1,226
52
$386K 0.17%
2,969
53
$378K 0.16%
7,000
-300
54
$331K 0.14%
+2,905
55
$296K 0.13%
6,880
56
$295K 0.13%
11,274
-3,500
57
$276K 0.12%
1,800
58
$246K 0.11%
+2,670
59
$234K 0.1%
12,500
60
$231K 0.1%
707
-140
61
$220K 0.09%
1,420
62
$212K 0.09%
+2,330
63
$165K 0.07%
1,485
64
$43K 0.02%
80
65
– –
-36,020
66
– –
-16,225
67
– –
-3,971
68
– –
-1,820
69
– –
-1,500
70
– –
-246,992
71
– –
-23,653
1 2
3