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

Top Buys

1
+$8.68M
2
+$7.99M
3
+$474K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$415K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$361K

Top Sells

1
+$7.96M
2
+$1.29M
3
+$843K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$616K
5
AVGO icon
Broadcom
AVGO
+$419K

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
51
$681K 0.19%
1,605
52
$627K 0.18%
28,568
53
$541K 0.15%
+815
54
$474K 0.13%
+3,742
55
$437K 0.12%
617
-150
56
$404K 0.11%
408
57
$397K 0.11%
798
58
$342K 0.1%
464
59
$314K 0.09%
3,279
+97
60
$268K 0.08%
1,104
61
$266K 0.08%
+2,665
62
$261K 0.07%
1,192
+125
63
$257K 0.07%
3,098
+45
64
$255K 0.07%
14,342
-1,334
65
$248K 0.07%
+2,048
66
$247K 0.07%
448
67
$227K 0.06%
4,675
+32
68
$227K 0.06%
15,632
69
$222K 0.06%
409
70
$222K 0.06%
+508
71
$219K 0.06%
+5,368
72
$216K 0.06%
+1,695
73
$203K 0.06%
1,177
74
– –
-6,230
1 2
3