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
$180M
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.19M
3
+$1.03M
4
LEA icon
Lear
LEA
+$429K
5
GMF icon
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
+$413K

Top Sells

1
+$1.69M
2
+$1.39M
3
+$731K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$438K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$434K

Sector Composition

1 Technology 9.87%
2 Financials 6.97%
3 Industrials 4.77%
4 Healthcare 4.49%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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79
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80
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-1,902
81
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-3,706
82
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-5,440
83
– –
-5,658
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