HCM
Hudson Capital Management Portfolio holdings
AUM
$353M
This Quarter Return
-4.34%
1 Year Return
+15.41%
3 Year Return
+47.41%
5 Year Return
+68.02%
10 Year Return
–
AUM
$252M
AUM Growth
+$252M
(-8.6%)
Cap. Flow
-$11.9M
Cap. Flow
% of AUM
-4.72%
Top 10 Holdings %
Top 10 Hldgs %
56.5%
Holding
71
New
1
Increased
34
Reduced
20
Closed
4
Top Buys
| 1 |
Innovator US Equity Ultra Buffer ETF January
UJAN
|
$5.53M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$2.98M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.71M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.46M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
$1.36M |
Top Sells
Sector Composition
| 1 | Technology | 8.5% |
| 2 | Financials | 4.36% |
| 3 | Healthcare | 3.38% |
| 4 | Industrials | 3.36% |
| 5 | Communication Services | 2.6% |
