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
$253M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$5.14M
3
+$5.14M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.38M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$3.99M

Top Sells

1
+$2.34M
2
+$2.33M
3
+$1.25M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$747K
5
TSLA icon
Tesla
TSLA
+$248K

Sector Composition

1 Technology 10.48%
2 Healthcare 6.19%
3 Financials 4.27%
4 Consumer Discretionary 3.25%
5 Industrials 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$932K 0.37%
11,150
52
$701K 0.28%
+7,224
53
$555K 0.22%
+2,631
54
$547K 0.22%
29,623
+1,055
55
$390K 0.15%
18,030
+2,030
56
$343K 0.14%
1,602
-73
57
$310K 0.12%
+6,641
58
$252K 0.1%
15,012
+405
59
$250K 0.1%
3,174
60
$243K 0.1%
707
61
$223K 0.09%
+4,348
62
$218K 0.09%
+1,550
63
$201K 0.08%
1,500
64
$38.6K 0.02%
1,485
65
$7.76K ﹤0.01%
80
66
– –
-934
67
– –
-40,193
68
– –
-19,631
1 2
3