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
$251M
AUM Growth
-$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$810K
3
+$607K
4
T icon
AT&T
T
+$581K
5
BMY icon
Bristol-Myers Squibb
BMY
+$511K

Top Sells

1
+$6.08M
2
+$4.15M
3
+$703K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$655K
5
LH icon
Labcorp
LH
+$316K

Sector Composition

1 Technology 11.48%
2 Healthcare 7.04%
3 Financials 4.86%
4 Consumer Discretionary 4.25%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$382K 0.15%
1,477
-100
52
$330K 0.13%
7,121
-170
53
$321K 0.13%
3,504
-31
54
$285K 0.11%
3,525
+981
55
$283K 0.11%
18,030
56
$267K 0.11%
1,490
-10
57
$258K 0.1%
16,173
-360
58
$245K 0.1%
757
-50
59
$234K 0.09%
934
60
$207K 0.08%
+4,760
61
$206K 0.08%
+1,700
62
$205K 0.08%
+1,993
63
$202K 0.08%
3,047
64
$201K 0.08%
+1,580
65
$16.4K 0.01%
15,038
66
$7.55K ﹤0.01%
1,485
67
$1.58K ﹤0.01%
80
68
– –
-109,621
69
– –
-2,125
70
– –
-6,618
71
– –
-233,093
1 2
3