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
$137M
AUM Growth
+$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.76M
3
+$1.4M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$927K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$888K

Top Sells

1
+$3.86M
2
+$2.12M
3
+$1.47M
4
MBB icon
iShares MBS ETF
MBB
+$1.11M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$660K

Sector Composition

1 Technology 9.34%
2 Financials 7.83%
3 Healthcare 5.73%
4 Consumer Discretionary 3.27%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 10.26%
256,023
+12,606
2
$12M 8.74%
238,206
+52,657
3
$7.56M 5.51%
109,088
+25,378
4
$6.77M 4.93%
59,977
+813
5
$5.68M 4.14%
118,760
+29,276
6
$5.63M 4.1%
54,782
+8,645
7
$5.19M 3.78%
66,586
-434
8
$4.09M 2.98%
33,746
+2,357
9
$3.65M 2.66%
2,892
+232
10
$3.58M 2.61%
2,862
+287
11
$3.29M 2.4%
83,444
-168
12
$3.21M 2.34%
143,399
+12,265
13
$2.95M 2.15%
42,692
+13,400
14
$2.77M 2.02%
27,283
-1,170
15
$2.24M 1.63%
25,533
+3,062
16
$2.15M 1.57%
22,071
+2,501
17
$2.05M 1.5%
83,269
+2,866
18
$1.98M 1.44%
45,680
-269
19
$1.93M 1.41%
62,286
+105
20
$1.9M 1.39%
28,826
-1,950
21
$1.86M 1.36%
49,928
+7,592
22
$1.64M 1.19%
20,294
-1,970
23
$1.59M 1.16%
8,192
+59
24
$1.56M 1.14%
46,773
+3,766
25
$1.55M 1.13%
75,803
+7,052
1
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