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
$136M
AUM Growth
-$419K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$539K
3
+$522K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$462K
5
HUM icon
Humana
HUM
+$403K

Top Sells

1
+$1.33M
2
+$1.17M
3
+$1.05M
4
DHS icon
WisdomTree US High Dividend Fund
DHS
+$498K
5
ARCC icon
Ares Capital
ARCC
+$475K

Sector Composition

1 Technology 9.74%
2 Financials 7.11%
3 Healthcare 4.84%
4 Industrials 3.33%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 11.02%
227,327
+704
2
$8.14M 5.99%
159,879
+24,723
3
$7.22M 5.31%
67,319
+2,947
4
$6.37M 4.69%
54,280
+3,400
5
$5.78M 4.25%
73,682
+5,891
6
$3.94M 2.9%
37,655
+2,132
7
$3.76M 2.77%
36,048
+5,167
8
$3.65M 2.69%
29,053
+831
9
$3.53M 2.6%
84,104
+1,924
10
$3.32M 2.44%
44,034
-3,902
11
$3.29M 2.42%
30,098
-2,407
12
$3.28M 2.41%
41,799
+2,046
13
$3.08M 2.27%
2,388
+67
14
$2.74M 2.02%
2,127
+145
15
$2.6M 1.91%
29,924
-2,532
16
$2.52M 1.86%
111,240
+8,576
17
$2.31M 1.7%
76,979
-3,266
18
$2.29M 1.69%
21,477
-393
19
$2.01M 1.48%
46,848
+1,290
20
$1.88M 1.38%
34,344
-1,980
21
$1.87M 1.38%
37,920
-1,779
22
$1.81M 1.33%
46,652
-4,584
23
$1.71M 1.26%
57,750
+9,552
24
$1.7M 1.25%
15,434
+4,744
25
$1.63M 1.2%
21,074
-1,788
1
2 3 4