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
$131M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$2.4M
2 +$2.12M
3 +$547K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$489K
5
IBM icon
IBM
IBM
+$410K

Top Sells

1 +$1.57M
2 +$1.03M
3 +$680K
4
PEG icon
Public Service Enterprise Group
PEG
+$319K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$278K

Sector Composition

1 Technology 10.99%
2 Financials 8.52%
3 Healthcare 6.53%
4 Industrials 3.47%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$26K 0.02%
5,380
77
-1,735
78
-7,206
79
-1,446
80
-5,886
81
-3,395
82
-43,976