HCM

Hudson Capital Management Portfolio holdings

AUM $377M
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$328M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.12M
3
+$713K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$669K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$445K

Top Sells

1
+$1.23M
2
+$329K
3
+$260K
4
GILD icon
Gilead Sciences
GILD
+$259K
5
UPS icon
United Parcel Service
UPS
+$219K

Sector Composition

1 Technology 13.02%
2 Healthcare 6.09%
3 Financials 5.12%
4 Consumer Discretionary 4.39%
5 Communication Services 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$419K 0.13%
767
+10
52
$386K 0.12%
408
+8
53
$303K 0.09%
3,182
+292
54
$300K 0.09%
798
+83
55
$276K 0.08%
15,676
+1,579
56
$270K 0.08%
1,177
57
$268K 0.08%
1,104
+4
58
$267K 0.08%
464
+38
59
$253K 0.08%
3,053
-223
60
$234K 0.07%
15,632
-1,618
61
$224K 0.07%
4,643
-3
62
$213K 0.06%
+6,230
63
$210K 0.06%
448
64
$203K 0.06%
+1,067
65
$203K 0.06%
409
+9
66
– –
-1,736
67
– –
-2,188
68
– –
-1,700
1 2
3