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
$164M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.3M
3
+$1.47M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.23M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$693K

Top Sells

1
+$338K
2
+$280K
3
+$180K
4
CLBK icon
Columbia Financial
CLBK
+$178K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$159K

Sector Composition

1 Technology 11.75%
2 Financials 7.41%
3 Healthcare 5.59%
4 Consumer Discretionary 3.24%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.7M 9.57%
258,380
+2,357
2
$14.4M 8.79%
283,300
+45,094
3
$9.89M 6.02%
128,140
+19,052
4
$7.62M 4.64%
63,962
+3,985
5
$7.19M 4.38%
131,420
+12,660
6
$7.01M 4.27%
66,395
+11,613
7
$5.74M 3.5%
71,925
+5,339
8
$4.17M 2.54%
34,198
+452
9
$4.14M 2.52%
3,200
+308
10
$4.08M 2.49%
3,134
+272
11
$4M 2.44%
84,256
+812
12
$3.38M 2.06%
43,122
+430
13
$3.29M 2.01%
29,359
+2,076
14
$3.17M 1.93%
147,453
+4,054
15
$2.75M 1.68%
+17,244
16
$2.68M 1.63%
27,094
+1,561
17
$2.47M 1.5%
45,735
+55
18
$2.43M 1.48%
23,994
+1,923
19
$2.4M 1.46%
86,994
+3,725
20
$2.09M 1.28%
64,440
+2,154
21
$2.07M 1.26%
49,404
-524
22
$1.87M 1.14%
41,183
+2,592
23
$1.85M 1.12%
25,034
-3,792
24
$1.82M 1.11%
49,127
+2,354
25
$1.78M 1.09%
79,926
+11,814
1
2 3 4