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
$290M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.32M
3
+$3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.9M
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$1.91M

Top Sells

1
+$11.8M
2
+$3.84M
3
+$3.06M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.87M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.08M

Sector Composition

1 Technology 12.78%
2 Healthcare 7.14%
3 Financials 5.48%
4 Consumer Discretionary 4.87%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$371K 0.13%
4,110
-650
52
$344K 0.12%
7,256
+312
53
$341K 0.12%
1,377
54
$316K 0.11%
757
55
$297K 0.1%
17,250
-780
56
$281K 0.1%
16,208
-165,817
57
$262K 0.09%
1,988
58
$261K 0.09%
+620
59
$246K 0.08%
1,200
-100
60
$244K 0.08%
2,125
61
$220K 0.08%
+1,700
62
$216K 0.07%
6,618
63
$201K 0.07%
+453
64
– –
-1,420
65
– –
-48,159
66
– –
-3,334
67
– –
-214,012
68
– –
-80
69
– –
-541
1 2
3