HCM

Hudson Capital Management Portfolio holdings

AUM $399M
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
+$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$4.96M
3
+$1.39M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$624K
5
NUE icon
Nucor
NUE
+$363K

Top Sells

1
+$2.24M
2
+$1.36M
3
+$805K
4
WMT icon
Walmart Inc
WMT
+$794K
5
CBRE icon
CBRE Group
CBRE
+$690K

Sector Composition

1 Technology 14.28%
2 Healthcare 5.61%
3 Financials 5.28%
4 Consumer Discretionary 4.39%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$433K 0.13%
757
52
$367K 0.11%
400
53
$301K 0.09%
715
+45
54
$273K 0.08%
17,250
55
$269K 0.08%
3,276
-66
56
$267K 0.08%
2,890
-7
57
$267K 0.08%
1,177
-200
58
$250K 0.08%
14,097
-1,763
59
$250K 0.08%
426
+28
60
$249K 0.08%
1,100
61
$229K 0.07%
448
-5
62
$222K 0.07%
4,646
-125
63
$219K 0.07%
1,736
64
$218K 0.07%
2,188
+200
65
$209K 0.06%
+400
66
$207K 0.06%
1,700
67
– –
-6,618
68
– –
-1,815
1 2
3