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
$131M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.12M
3
+$547K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$489K
5
IBM icon
IBM
IBM
+$410K

Top Sells

1
+$1.57M
2
+$1.03M
3
+$680K
4
PEG icon
Public Service Enterprise Group
PEG
+$319K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$278K

Sector Composition

1 Technology 10.99%
2 Financials 8.52%
3 Healthcare 6.53%
4 Industrials 3.47%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.6M 11.89%
243,417
+7,633
2
$9.47M 7.21%
185,549
+7,294
3
$7.3M 5.56%
83,710
+27,513
4
$6.8M 5.18%
59,164
+1,513
5
$5.24M 3.99%
67,020
-3,058
6
$4.72M 3.6%
46,137
+5,346
7
$4.72M 3.6%
83,612
+1,400
8
$3.86M 2.94%
49,445
+3,035
9
$3.54M 2.7%
31,389
+1,572
10
$3.43M 2.62%
2,660
+90
11
$3.33M 2.54%
2,575
+184
12
$3.07M 2.34%
131,134
+3,382
13
$2.37M 1.81%
80,403
+425
14
$2.23M 1.7%
45,949
-1,350
15
$2.21M 1.68%
19,570
+1,704
16
$2.18M 1.66%
22,471
+854
17
$2.12M 1.61%
+71,449
18
$1.95M 1.48%
62,181
+432
19
$1.77M 1.35%
68,751
+341
20
$1.69M 1.28%
8,133
+414
21
$1.68M 1.28%
34,351
-1,671
22
$1.62M 1.24%
7,935
+528
23
$1.62M 1.23%
28,453
-784
24
$1.54M 1.17%
33,897
-551
25
$1.47M 1.12%
15,507
+67
1
2 3 4