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
$276M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$6.32M
3
+$6.24M
4
UOCT icon
Innovator US Equity Ultra Buffer ETF October
UOCT
+$5.58M
5
MSEX icon
Middlesex Water
MSEX
+$1.06M

Top Sells

1
+$5.5M
2
+$2.38M
3
+$2.16M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.69M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.18M

Sector Composition

1 Technology 8.3%
2 Financials 4.13%
3 Healthcare 3.08%
4 Industrials 3.05%
5 Consumer Discretionary 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$980K 0.36%
10,500
52
$934K 0.34%
6,900
53
$885K 0.32%
3,664
+352
54
$874K 0.32%
4,076
-8
55
$560K 0.2%
1,833
-96
56
$550K 0.2%
4,436
-128
57
$363K 0.13%
2,819
58
$334K 0.12%
16,000
-1,000
59
$293K 0.11%
1,600
60
$292K 0.11%
7,000
61
$288K 0.1%
13,568
+1,068
62
$270K 0.1%
707
63
$262K 0.09%
2,425
+95
64
$257K 0.09%
+4,348
65
$237K 0.09%
1,420
66
$214K 0.08%
+636
67
$203K 0.07%
1,920
68
$201K 0.07%
+664
69
$77K 0.03%
1,485
70
$13K ﹤0.01%
80
71
– –
-6,880
72
– –
-197,756
1 2
3