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
$260M
AUM Growth
+$8.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$2.75M
3
+$419K
4
BDX icon
Becton Dickinson
BDX
+$416K
5
BAC icon
Bank of America
BAC
+$358K

Top Sells

1
+$13.2M
2
+$2.68M
3
+$2.43M
4
PHM icon
Pultegroup
PHM
+$648K
5
AVGO icon
Broadcom
AVGO
+$586K

Sector Composition

1 Technology 11.19%
2 Healthcare 6.31%
3 Financials 4.36%
4 Consumer Discretionary 4.28%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$436K 0.17%
1,583
52
$416K 0.16%
+1,577
53
$341K 0.13%
+3,535
54
$340K 0.13%
7,291
-1,468
55
$312K 0.12%
18,030
56
$264K 0.1%
16,533
+1,873
57
$260K 0.1%
807
58
$255K 0.1%
+6,618
59
$248K 0.1%
1,500
60
$246K 0.09%
3,047
-127
61
$244K 0.09%
+934
62
$207K 0.08%
+2,125
63
$206K 0.08%
2,544
-2,840
64
$34.4K 0.01%
15,038
65
$13.8K 0.01%
1,485
66
$6.1K ﹤0.01%
80
67
– –
-492,173
68
– –
-141,762
69
– –
-1,500
70
– –
-1,550
1 2
3