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
$178M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.63M
3
+$1.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$956K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$873K

Top Sells

1
+$1.66M
2
+$1.34M
3
+$559K
4
ET icon
Energy Transfer Partners
ET
+$429K
5
CI icon
Cigna
CI
+$337K

Sector Composition

1 Technology 11.92%
2 Financials 7.72%
3 Healthcare 4.76%
4 Consumer Discretionary 3.37%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$216K 0.12%
1,719
-679
77
$215K 0.12%
1,902
-1,025
78
$211K 0.12%
3,706
-766
79
$151K 0.08%
10,702
-30,462
80
$65.6K 0.04%
75
81
– –
-2,098
82
– –
-1,610
83
– –
-19,062
84
– –
-12,394
1 2 3
4