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
$180M
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.2M
3
+$1.02M
4
LEA icon
Lear
LEA
+$416K
5
GMF icon
SPDR S&P Emerging Asia Pacific ETF
GMF
+$409K

Top Sells

1
+$1.69M
2
+$1.39M
3
+$731K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$442K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$438K

Sector Composition

1 Technology 10.83%
2 Financials 6.97%
3 Healthcare 4.49%
4 Industrials 3.81%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18M 10.03%
353,486
+23,466
2
$15.2M 8.47%
249,088
-191
3
$11.2M 6.26%
144,405
+4,055
4
$9.45M 5.26%
169,108
+18,320
5
$9.23M 5.14%
72,401
+2,088
6
$8.13M 4.53%
74,696
+1,482
7
$6.48M 3.61%
79,917
+129
8
$5.43M 3.02%
3,569
+121
9
$5.16M 2.87%
3,442
+63
10
$4.76M 2.65%
34,294
-439
11
$4.66M 2.6%
83,300
-2,184
12
$4.36M 2.43%
27,017
-90
13
$3.68M 2.05%
46,026
+4,786
14
$3.62M 2.01%
30,611
+411
15
$3.14M 1.75%
33,628
+4,372
16
$3.07M 1.71%
26,098
+1,027
17
$2.86M 1.59%
152,596
+174
18
$2.57M 1.43%
88,077
+1,765
19
$2.55M 1.42%
64,554
+195
20
$2.5M 1.39%
77,912
+2,287
21
$2.35M 1.31%
64,392
-1
22
$2.23M 1.24%
45,222
-389
23
$2.18M 1.22%
50,244
-2,156
24
$2.02M 1.12%
43,253
+1,766
25
$1.98M 1.1%
10,220
+520
1
2 3 4