HCM
Hudson Capital Management Portfolio holdings
AUM
$387M
1-Year Est. Return
18.02%
This Fund
S&P 500
1 Year Est. Return
+18.02%
AUM
$387M
AUM Growth
-$11.6M
(-2.9%)
Holding
81
Top Buys
| 1 | +$8.23M | |
| 2 | +$3.1M | |
| 3 | +$1.38M | |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$1.29M |
| 5 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
+$1.25M |
Top Sells
| 1 | +$14.5M | |
| 2 | +$10.1M | |
| 3 | +$8.75M | |
| 4 |
Automatic Data Processing
ADP
|
+$3.12M |
| 5 |
Valero Energy
VLO
|
+$797K |
Sector Composition
| 1 | Technology | 11.8% |
| 2 | Healthcare | 6.87% |
| 3 | Consumer Discretionary | 5.08% |
| 4 | Financials | 4.96% |
| 5 | Communication Services | 3.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
| – | – |
-131,765
|
|
||
77
iShares MBS ETF
MBB
$39B
| – | – |
-105,974
|
|
||
78
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
| – | – |
-2,916
|
|
||
79
Becton Dickinson
BDX
$45.1B
| – | – |
-1,107
|
|
||
80
Broadridge
BR
$19B
| – | – |
-1,104
|
|
||
81
Vanguard Health Care ETF
VHT
$16.6B
| – | – |
-762
|
|