HCM

Hudson Capital Management Portfolio holdings

AUM $399M
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$3.08M
3
+$1.74M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.34M

Top Sells

1
+$8.25M
2
+$5.86M
3
+$5.58M
4
GMF icon
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
+$1.73M
5
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$1.06M

Sector Composition

1 Technology 8.5%
2 Financials 4.36%
3 Healthcare 3.38%
4 Industrials 3.36%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$871K 0.35%
3,826
+162
52
$657K 0.26%
3,064
-1,012
53
$509K 0.2%
1,833
54
$428K 0.17%
3,997
-439
55
$344K 0.14%
16,000
56
$341K 0.14%
7,000
57
$284K 0.11%
13,568
58
$262K 0.1%
2,150
-669
59
$249K 0.1%
1,600
60
$233K 0.09%
707
61
$231K 0.09%
1,420
62
$225K 0.09%
4,348
63
$223K 0.09%
2,675
-69,286
64
$215K 0.09%
2,125
-300
65
$201K 0.08%
1,920
66
$48K 0.02%
1,485
67
$8K ﹤0.01%
80
68
– –
-664
69
– –
-636
70
– –
-195,790
71
– –
-6,900
1 2
3