HCM

Hudson Capital Management Portfolio holdings

AUM $387M
1-Year Est. Return 18.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$731K
3
+$641K
4
BMY icon
Bristol-Myers Squibb
BMY
+$362K
5
CRM icon
Salesforce
CRM
+$349K

Top Sells

1
+$1.23M
2
+$1.05M
3
+$628K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$541K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$474K

Sector Composition

1 Technology 12.87%
2 Financials 5.18%
3 Healthcare 5.15%
4 Consumer Discretionary 4.93%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$752K 0.2%
6,420
52
$583K 0.15%
28,568
53
$491K 0.13%
617
54
$414K 0.11%
798
55
$378K 0.1%
408
56
$341K 0.09%
464
57
$317K 0.08%
+10,901
58
$300K 0.08%
3,113
-166
59
$263K 0.07%
1,104
60
$263K 0.07%
2,048
61
$262K 0.07%
1,192
62
$256K 0.07%
426
-22
63
$248K 0.07%
13,576
-766
64
$246K 0.07%
2,965
-133
65
$220K 0.06%
1,177
66
$220K 0.06%
14,632
-1,000
67
$219K 0.06%
4,478
-197
68
$214K 0.06%
508
69
– –
-409
70
– –
-2,665
71
– –
-5,368
72
– –
-1,695
73
– –
-6,520
74
– –
-3,742
1 2
3