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
$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
+$537K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$464K
5
HUM icon
Humana
HUM
+$406K

Top Sells

1
+$1.42M
2
+$1.17M
3
+$498K
4
ARCC icon
Ares Capital
ARCC
+$475K
5
NOV icon
NOV
NOV
+$331K

Sector Composition

1 Technology 8.93%
2 Financials 7.11%
3 Healthcare 4.84%
4 Industrials 4.14%
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
– –
-3,351
78
– –
-6,843
79
– –
-2,797
80
– –
-5,830
81
– –
-9,202
82
– –
-2,187
83
– –
-1,243
84
– –
-763
85
– –
-9,800
86
– –
-11,292
1 2 3
4