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
$178M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.63M
3
+$1.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$956K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$873K

Top Sells

1
+$1.66M
2
+$1.34M
3
+$559K
4
ET icon
Energy Transfer Partners
ET
+$429K
5
CI icon
Cigna
CI
+$337K

Sector Composition

1 Technology 11.92%
2 Financials 7.72%
3 Healthcare 4.76%
4 Consumer Discretionary 3.37%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.8M 9.47%
330,020
+46,720
2
$15.3M 8.62%
249,279
-9,101
3
$11M 6.19%
140,350
+12,210
4
$8.74M 4.92%
70,313
+6,351
5
$8.52M 4.8%
150,788
+19,368
6
$7.87M 4.43%
73,214
+6,819
7
$6.44M 3.63%
79,788
+7,863
8
$4.7M 2.65%
3,448
+248
9
$4.64M 2.61%
3,379
+245
10
$4.63M 2.61%
34,733
+535
11
$4.48M 2.52%
27,107
+9,863
12
$4.23M 2.38%
85,484
+1,228
13
$3.5M 1.97%
30,200
+841
14
$3.29M 1.85%
41,240
-1,882
15
$3.11M 1.75%
152,422
+4,969
16
$2.86M 1.61%
29,256
+2,162
17
$2.8M 1.58%
25,071
+1,077
18
$2.5M 1.41%
86,312
-682
19
$2.5M 1.41%
45,611
-124
20
$2.37M 1.33%
64,359
-81
21
$2.29M 1.29%
52,400
+2,996
22
$2.04M 1.15%
64,393
+1,331
23
$1.98M 1.12%
41,487
+304
24
$1.93M 1.09%
54,625
+3,962
25
$1.93M 1.09%
50,189
+1,062
1
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