HCM
Hudson Capital Management Portfolio holdings
AUM
$353M
This Quarter Return
+0.46%
1 Year Return
+15.41%
3 Year Return
+47.41%
5 Year Return
+68.02%
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(+5.7%)
Cap. Flow
+$1.47M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
44.46%
Holding
81
New
6
Increased
40
Reduced
23
Closed
4
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.55M |
| 2 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$2.05M |
| 3 |
Lazard
LAZ
|
$1.15M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$937K |
| 5 |
Nucor
NUE
|
$668K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$7.22M |
| 2 |
iShares MBS ETF
MBB
|
$2.12M |
| 3 |
DCM
NTT DOCOMO, Inc.
DCM
|
$1.32M |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$626K |
| 5 |
CSBK
Clifton Bancorp Inc.
CSBK
|
$615K |
Sector Composition
| 1 | Technology | 9.41% |
| 2 | Financials | 7.34% |
| 3 | Healthcare | 5.17% |
| 4 | Consumer Discretionary | 3.11% |
| 5 | Industrials | 3.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Russell 1000 Value ETF
IWD
$63.5B
| $206K | 0.14% |
+1,735
| New | +$206K |
|
77
Alaunos Therapeutics
TCRT
$4.21M
| $34K | 0.02% |
11,255
| – | – |
|
78
CorMedix
CRMD
$1.11B
| $6K | ﹤0.01% |
26,900
| – | – |
|
79
McKesson
MCK
$85.4B
| – | – |
-1,622
| Closed | -$228K |
|
|
DCM
80
DELISTED
NTT DOCOMO, Inc.
DCM
| – | – |
-51,489
| Closed | -$1.32M |
|
|
CSBK
81
DELISTED
Clifton Bancorp Inc.
CSBK
| – | – |
-39,280
| Closed | -$615K |
|