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
$241M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$728K
3
+$629K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$598K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$467K

Top Sells

1
+$4.4M
2
+$1.16M
3
+$594K
4
ADP icon
Automatic Data Processing
ADP
+$395K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$391K

Sector Composition

1 Technology 7.65%
2 Financials 4.55%
3 Healthcare 3.6%
4 Industrials 3.44%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$368K 0.15%
2,819
-150
52
$348K 0.14%
7,000
53
$311K 0.13%
6,880
54
$293K 0.12%
+17,000
55
$278K 0.12%
2,871
-34
56
$275K 0.11%
1,700
-100
57
$268K 0.11%
707
58
$245K 0.1%
12,500
59
$244K 0.1%
1,420
60
$229K 0.09%
2,330
61
$206K 0.09%
+326
62
$202K 0.08%
+1,151
63
$127K 0.05%
1,485
64
$32K 0.01%
80
65
– –
-2,670
66
– –
-141,318
67
– –
-11,274
68
– –
-1,226
1 2
3