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
$164M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.3M
3
+$1.47M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.23M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$693K

Top Sells

1
+$338K
2
+$280K
3
+$180K
4
CLBK icon
Columbia Financial
CLBK
+$178K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$159K

Sector Composition

1 Technology 10.77%
2 Financials 7.41%
3 Healthcare 5.59%
4 Industrials 3.9%
5 Consumer Discretionary 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$224K 0.14%
+7,014
77
$224K 0.14%
9,445
-3,806
78
$214K 0.13%
12,500
79
$43.3K 0.03%
75
80
– –
-11,648
81
– –
-5,380
1 2 3
4