HCM

Hudson Capital Management Portfolio holdings

AUM $353M
1-Year Est. Return 15.41%
This Quarter Est. Return
1 Year Est. Return
+15.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$419K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$539K
3
+$522K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$462K
5
HUM icon
Humana
HUM
+$403K

Top Sells

1
+$1.33M
2
+$1.17M
3
+$1.05M
4
DHS icon
WisdomTree US High Dividend Fund
DHS
+$498K
5
ARCC icon
Ares Capital
ARCC
+$475K

Sector Composition

1 Technology 9.74%
2 Financials 7.11%
3 Healthcare 4.84%
4 Industrials 3.33%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5K ﹤0.01%
5,380
77
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78
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80
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81
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-9,202
82
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-2,187
83
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-1,243
84
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-763
85
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-9,800
86
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-11,292
1 2 3
4