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
$252M
AUM Growth
-$743K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$5.78M
3
+$3.94M
4
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$3.92M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.37M

Top Sells

1
+$5.9M
2
+$5.84M
3
+$4.97M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$4.79M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$4.63M

Sector Composition

1 Technology 11.64%
2 Healthcare 6.28%
3 Financials 3.99%
4 Consumer Discretionary 3.85%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$522K 0.21%
28,568
-1,055
52
$442K 0.18%
+5,384
53
$413K 0.16%
8,759
-11,696
54
$387K 0.15%
1,583
-19
55
$330K 0.13%
18,030
56
$264K 0.1%
807
+100
57
$248K 0.1%
3,174
58
$234K 0.09%
14,660
-352
59
$220K 0.09%
1,500
60
$214K 0.09%
1,550
61
$207K 0.08%
+1,500
62
$38.9K 0.02%
1,485
63
$36.5K 0.01%
+15,038
64
$7.53K ﹤0.01%
80
65
– –
-126,583
66
– –
-66,761
67
– –
-6,641
68
– –
-55,915
69
– –
-77,738
70
– –
-4,348
71
– –
-196,412
72
– –
-2,631
1 2
3