HCM

Hudson Capital Management Portfolio holdings

AUM $377M
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
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
– –
-3,395
78
– –
-43,976
79
– –
-1,735
80
– –
-7,206
81
– –
-1,446
82
– –
-5,886
1 2 3
4