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
$137M
AUM Growth
+$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.76M
3
+$1.4M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$927K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$888K

Top Sells

1
+$3.86M
2
+$2.12M
3
+$1.47M
4
MBB icon
iShares MBS ETF
MBB
+$1.11M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$660K

Sector Composition

1 Technology 9.34%
2 Financials 7.83%
3 Healthcare 5.73%
4 Consumer Discretionary 3.27%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$21K 0.02%
75
77
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-71,449
78
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-49,445
79
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-7,014
80
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81
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-1,793
83
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-15,507
84
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-29,656
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4