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
$144M
AUM Growth
+$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.05M
3
+$1.15M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$937K
5
NUE icon
Nucor
NUE
+$668K

Top Sells

1
+$7.22M
2
+$2.12M
3
+$1.32M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$626K
5
CSBK
Clifton Bancorp Inc.
CSBK
+$615K

Sector Composition

1 Technology 9.41%
2 Financials 7.34%
3 Healthcare 5.17%
4 Consumer Discretionary 3.11%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.9M 10.4%
235,784
+8,457
2
$9.09M 6.33%
178,255
+18,376
3
– –
-67,319
4
$6.61M 4.6%
57,651
+3,371
5
$5.47M 3.81%
70,078
-3,604
6
$4.69M 3.26%
56,197
+42,495
7
$4.2M 2.93%
40,791
+4,743
8
$3.98M 2.77%
71,020
+36,676
9
$3.81M 2.65%
82,212
-1,892
10
$3.63M 2.53%
46,410
+4,611
11
$3.54M 2.46%
29,817
+764
12
$3.24M 2.25%
2,570
+182
13
$3.21M 2.23%
29,237
-861
14
$2.99M 2.08%
2,391
+264
15
$2.97M 2.07%
36,360
-7,674
16
$2.89M 2.01%
127,752
+16,512
17
$2.44M 1.7%
25,962
-3,962
18
$2.25M 1.57%
79,978
+2,999
19
$2.15M 1.5%
21,617
+140
20
$2.04M 1.42%
47,299
+451
21
$1.92M 1.34%
23,738
+2,664
22
$1.86M 1.3%
17,866
+2,432
23
$1.8M 1.26%
17,318
-20,337
24
$1.78M 1.24%
44,792
-1,860
25
$1.77M 1.23%
36,022
-1,898
1
2 3 4