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
$210M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$3.35M
3
+$2.13M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$851K
5
AVGO icon
Broadcom
AVGO
+$789K

Top Sells

1
+$19.7M
2
+$6.36M
3
+$5.53M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3M
5
VLO icon
Valero Energy
VLO
+$711K

Sector Composition

1 Technology 9.54%
2 Financials 5%
3 Healthcare 4.53%
4 Industrials 3.84%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$559K 0.27%
3,064
52
$512K 0.24%
28,568
+15,000
53
$418K 0.2%
+1,860
54
$397K 0.19%
1,813
-20
55
$391K 0.19%
3,841
-156
56
$367K 0.17%
6,700
-300
57
$362K 0.17%
1,921
-1,905
58
$349K 0.17%
16,000
59
$280K 0.13%
+20,849
60
$278K 0.13%
3,174
-5,620
61
$228K 0.11%
1,600
62
$228K 0.11%
4,348
63
$210K 0.1%
707
64
$35K 0.02%
1,485
65
$15K 0.01%
80
66
– –
-1,420
67
– –
-2,125
68
– –
-2,150
69
– –
-2,675
70
– –
-1,920
71
– –
-178,823
1 2
3