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
$399M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$4.77M
3
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$639K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$517K

Top Sells

1
+$14.8M
2
+$829K
3
+$818K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$577K
5
SBIT icon
ProShares UltraShort Bitcoin ETF
SBIT
+$317K

Sector Composition

1 Technology 12.8%
2 Healthcare 5.91%
3 Financials 5.05%
4 Consumer Discretionary 4.9%
5 Communication Services 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGT icon
51
Vanguard Information Technology ETF
VGT
$15.3B
$633K 0.16%
+840
GS icon
52
Goldman Sachs
GS
$275B
$419K 0.11%
477
-140
MSFT icon
53
Microsoft
MSFT
$3.09T
$386K 0.1%
798
ARCC icon
54
Ares Capital
ARCC
$13.4B
$329K 0.08%
16,268
-12,300
IEF icon
55
iShares 7-10 Year Treasury Bond ETF
IEF
$48.6B
$315K 0.08%
3,272
+159
META icon
56
Meta Platforms (Facebook)
META
$1.67T
$306K 0.08%
464
COST icon
57
Costco
COST
$450B
$299K 0.08%
347
-61
NVS icon
58
Novartis
NVS
$281B
$281K 0.07%
2,040
-8
AMZN icon
59
Amazon
AMZN
$2.74T
$275K 0.07%
1,192
QQQ icon
60
Invesco QQQ Trust
QQQ
$423B
$262K 0.07%
426
BR icon
61
Broadridge
BR
$18.2B
$246K 0.06%
1,104
FPE icon
62
First Trust Preferred Securities and Income ETF
FPE
$6.34B
$245K 0.06%
13,452
-124
SHY icon
63
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$242K 0.06%
2,916
-49
ISRG icon
64
Intuitive Surgical
ISRG
$170B
$232K 0.06%
+409
MRK icon
65
Merck
MRK
$283B
$230K 0.06%
+2,182
CLBK icon
66
Columbia Financial
CLBK
$1.89B
$227K 0.06%
14,632
VHT icon
67
Vanguard Health Care ETF
VHT
$16.2B
$219K 0.06%
+762
BDX icon
68
Becton Dickinson
BDX
$44B
$215K 0.05%
1,107
-70
ISTB icon
69
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.74B
$214K 0.05%
4,395
-83
BSCP
70
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-713,037
TT icon
71
Trane Technologies
TT
$107B
– –
-508
SBIT icon
72
ProShares UltraShort Bitcoin ETF
SBIT
$180M
– –
-10,901
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