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
$276M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.89M
3
+$3.86M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.24M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.8M

Top Sells

1
+$3.64M
2
+$3.44M
3
+$2.95M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$1.54M
5
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$1.31M

Sector Composition

1 Technology 13.08%
2 Healthcare 6.86%
3 Financials 5.14%
4 Consumer Discretionary 4.35%
5 Communication Services 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$348K 0.13%
18,030
52
$336K 0.12%
1,377
-100
53
$330K 0.12%
6,944
-177
54
$321K 0.12%
3,334
-170
55
$292K 0.11%
757
56
$289K 0.1%
3,518
-7
57
$267K 0.1%
1,300
-190
58
$236K 0.09%
+541
59
$236K 0.09%
4,760
60
$223K 0.08%
+2,125
61
$217K 0.08%
1,988
-5
62
$216K 0.08%
+6,618
63
$216K 0.08%
1,420
-160
64
$845 ﹤0.01%
80
65
– –
-239,882
66
– –
-114,655
67
– –
-15,038
68
– –
-3,047
69
– –
-11,978
70
– –
-122,159
71
– –
-1,700
72
– –
-934
73
– –
-1,485
1 2
3