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
$201M
AUM Growth
-$9.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.6M
3
+$2.88M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.37M

Top Sells

1
+$14.3M
2
+$7.81M
3
+$2.63M
4
GD icon
General Dynamics
GD
+$2.48M
5
PNC icon
PNC Financial Services
PNC
+$2.2M

Sector Composition

1 Technology 10.15%
2 Healthcare 6.36%
3 Financials 4.24%
4 Consumer Discretionary 3.34%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$352K 0.18%
1,675
-138
52
$338K 0.17%
16,000
53
$248K 0.12%
934
-926
54
$245K 0.12%
3,174
55
$244K 0.12%
+14,607
56
$216K 0.11%
1,500
-100
57
$207K 0.1%
707
58
$35K 0.02%
1,485
59
$21K 0.01%
80
60
– –
-3,841
61
– –
-11,226
62
– –
-5,609
63
– –
-70,948
64
– –
-77,153
65
– –
-4,348
66
– –
-13,957
67
– –
-187,700
68
– –
-1,921
69
– –
-20,849
70
– –
-6,700
1 2
3