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
$298M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$3.45M
3
+$2.67M
4
BMY icon
Bristol-Myers Squibb
BMY
+$794K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$730K

Top Sells

1
+$3.46M
2
+$3.06M
3
+$2.98M
4
VST icon
Vistra
VST
+$2.12M
5
AVGO icon
Broadcom
AVGO
+$459K

Sector Composition

1 Technology 13.32%
2 Healthcare 5.97%
3 Financials 5.52%
4 Consumer Discretionary 4.71%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$342K 0.12%
757
52
$342K 0.11%
7,220
-36
53
$340K 0.11%
+400
54
$322K 0.11%
1,377
55
$309K 0.1%
691
+71
56
$269K 0.09%
1,700
57
$258K 0.09%
17,250
58
$257K 0.09%
+514
59
$254K 0.09%
2,125
60
$251K 0.08%
14,475
-1,733
61
$247K 0.08%
1,806
-22,371
62
$247K 0.08%
1,996
+8
63
$236K 0.08%
1,200
64
$229K 0.08%
+4,565
65
$217K 0.07%
453
66
– –
-28,785
67
– –
-6,618
68
– –
-15,821
1 2
3