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
$198M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$2.08M
2 +$1.54M
3 +$1.33M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.21M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.06M

Top Sells

1 +$1.66M
2 +$645K
3 +$504K
4
BA icon
Boeing
BA
+$439K
5
LHX icon
L3Harris
LHX
+$379K

Sector Composition

1 Technology 11%
2 Financials 6.35%
3 Healthcare 4.93%
4 Industrials 4.02%
5 Consumer Discretionary 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,814
77
-1,554
78
-1,818
79
-106,148