HCM

Hudson Capital Management Portfolio holdings

AUM $353M
1-Year Return 15.41%
This Quarter Return
+0.09%
1 Year Return
+15.41%
3 Year Return
+47.41%
5 Year Return
+68.02%
10 Year Return
–
AUM
$322M
AUM Growth
+$8.07M
Cap. Flow
+$9.34M
Cap. Flow %
2.9%
Top 10 Hldgs %
45.93%
Holding
68
New
2
Increased
17
Reduced
38
Closed
2

Top Buys

1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$13.5M
2
MBB icon
iShares MBS ETF
MBB
$4.89M
3
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$1.39M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
$613K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
$358K

Top Sells

1
VST icon
Vistra
VST
$2.23M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
$1.38M
3
WMT icon
Walmart
WMT
$827K
4
IVE icon
iShares S&P 500 Value ETF
IVE
$775K
5
AVGO icon
Broadcom
AVGO
$760K

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 Shares
Change % 		Capital Flow
GS icon
51
Goldman Sachs
GS
$227B
$433K 0.13%
757
– –
COST icon
52
Costco
COST
$424B
$367K 0.11%
400
– –
MSFT icon
53
Microsoft
MSFT
$3.78T
$301K 0.09%
715
+45
+7% +$19K
CLBK icon
54
Columbia Financial
CLBK
$1.57B
$273K 0.08%
17,250
– –
SHY icon
55
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$269K 0.08%
3,276
-66
-2% -$5.41K
IEF icon
56
iShares 7-10 Year Treasury Bond ETF
IEF
$35.7B
$267K 0.08%
2,890
-7
-0.2% -$647
BDX icon
57
Becton Dickinson
BDX
$54.8B
$267K 0.08%
1,177
-200
-15% -$45.4K
FPE icon
58
First Trust Preferred Securities and Income ETF
FPE
$6.11B
$250K 0.08%
14,097
-1,763
-11% -$31.2K
META icon
59
Meta Platforms (Facebook)
META
$1.88T
$250K 0.08%
426
+28
+7% +$16.4K
BR icon
60
Broadridge
BR
$29.5B
$249K 0.08%
1,100
– –
QQQ icon
61
Invesco QQQ Trust
QQQ
$368B
$229K 0.07%
448
-5
-1% -$2.56K
ISTB icon
62
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.45B
$222K 0.07%
4,646
-125
-3% -$5.97K
UPS icon
63
United Parcel Service
UPS
$71.6B
$219K 0.07%
1,736
– –
MRK icon
64
Merck
MRK
$210B
$218K 0.07%
2,188
+200
+10% +$19.9K
ISRG icon
65
Intuitive Surgical
ISRG
$163B
$209K 0.06%
+400
New +$209K
SRPT icon
66
Sarepta Therapeutics
SRPT
$1.93B
$207K 0.06%
1,700
– –
ESGU icon
67
iShares ESG Aware MSCI USA ETF
ESGU
$14.3B
– –
-1,815
Closed -$229K
IPG icon
68
Interpublic Group of Companies
IPG
$9.83B
– –
-6,618
Closed -$209K
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