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
$314M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.35M
3
+$960K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$498K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$408K

Top Sells

1
+$11.6M
2
+$520K
3
+$362K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$265K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$257K

Sector Composition

1 Technology 13.61%
2 Healthcare 6.29%
3 Financials 5.31%
4 Consumer Discretionary 4.99%
5 Communication Services 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$355K 0.11%
400
52
$332K 0.11%
1,377
53
$294K 0.09%
17,250
54
$288K 0.09%
670
-21
55
$287K 0.09%
15,860
+1,385
56
$284K 0.09%
+2,897
57
$278K 0.09%
3,342
-4,351
58
$237K 0.08%
1,736
-70
59
$237K 0.08%
1,100
-100
60
$232K 0.07%
4,771
-2,449
61
$229K 0.07%
1,815
-310
62
$228K 0.07%
+398
63
$226K 0.07%
1,988
-8
64
$221K 0.07%
453
65
$212K 0.07%
1,700
66
$209K 0.07%
+6,618
67
– –
-514
68
– –
-4,565
69
– –
-550,061
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