HCM

Hudson Capital Management Portfolio holdings

AUM $377M
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$8.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$9.27M
2
+$5.5M
3
+$3.87M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.66M
5
AVGO icon
Broadcom
AVGO
+$973K

Top Sells

1
+$5.38M
2
+$3.84M
3
+$2.13M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.91M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$500K

Sector Composition

1 Technology 7.46%
2 Financials 4.57%
3 Industrials 3.13%
4 Healthcare 2.85%
5 Consumer Discretionary 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$736K 0.29%
3,312
+185
52
$529K 0.21%
1,929
-48
53
$524K 0.21%
4,564
+1,693
54
$367K 0.15%
2,819
55
$315K 0.13%
17,000
56
$299K 0.12%
6,880
57
$298K 0.12%
7,000
58
$267K 0.11%
1,600
-100
59
$267K 0.11%
707
60
$254K 0.1%
12,500
61
$233K 0.09%
1,420
62
$229K 0.09%
2,330
63
$203K 0.08%
+1,920
64
$116K 0.05%
1,485
65
$22K 0.01%
80
66
– –
-8,741
67
– –
-1,151
68
– –
-326
69
– –
-192,230
1 2
3