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
$353M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$8M
3
+$541K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$474K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$340K

Top Sells

1
+$8.42M
2
+$1.43M
3
+$887K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$646K
5
AVGO icon
Broadcom
AVGO
+$532K

Sector Composition

1 Technology 13.27%
2 Healthcare 5.32%
3 Financials 5.22%
4 Consumer Discretionary 4.39%
5 Communication Services 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
51
iShares Russell 1000 Growth ETF
IWF
$123B
$681K 0.19%
1,605
ARCC icon
52
Ares Capital
ARCC
$14.5B
$627K 0.18%
28,568
VGT icon
53
Vanguard Information Technology ETF
VGT
$109B
$541K 0.15%
+815
XLK icon
54
Technology Select Sector SPDR Fund
XLK
$94.7B
$474K 0.13%
+1,871
GS icon
55
Goldman Sachs
GS
$237B
$437K 0.12%
617
-150
COST icon
56
Costco
COST
$409B
$404K 0.11%
408
MSFT icon
57
Microsoft
MSFT
$3.79T
$397K 0.11%
798
META icon
58
Meta Platforms (Facebook)
META
$1.54T
$342K 0.1%
464
IEF icon
59
iShares 7-10 Year Treasury Bond ETF
IEF
$38.5B
$314K 0.09%
3,279
+97
BR icon
60
Broadridge
BR
$26.4B
$268K 0.08%
1,104
IYC icon
61
iShares US Consumer Discretionary ETF
IYC
$1.7B
$266K 0.08%
+2,665
AMZN icon
62
Amazon
AMZN
$2.51T
$261K 0.07%
1,192
+125
SHY icon
63
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$257K 0.07%
3,098
+45
FPE icon
64
First Trust Preferred Securities and Income ETF
FPE
$6.23B
$255K 0.07%
14,342
-1,334
NVS icon
65
Novartis
NVS
$252B
$248K 0.07%
+2,048
QQQ icon
66
Invesco QQQ Trust
QQQ
$387B
$247K 0.07%
448
ISTB icon
67
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.48B
$227K 0.06%
4,675
+32
CLBK icon
68
Columbia Financial
CLBK
$1.57B
$227K 0.06%
15,632
ISRG icon
69
Intuitive Surgical
ISRG
$195B
$222K 0.06%
409
TT icon
70
Trane Technologies
TT
$92.7B
$222K 0.06%
+508
RSPT icon
71
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.26B
$219K 0.06%
+5,368
VFH icon
72
Vanguard Financials ETF
VFH
$12.6B
$216K 0.06%
+1,695
BDX icon
73
Becton Dickinson
BDX
$55.3B
$203K 0.06%
1,177
EPD icon
74
Enterprise Products Partners
EPD
$69.8B
– –
-6,230
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