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
$198M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.54M
3
+$1.33M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.21M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.06M

Top Sells

1
+$1.66M
2
+$645K
3
+$504K
4
BA icon
Boeing
BA
+$439K
5
LHX icon
L3Harris
LHX
+$379K

Sector Composition

1 Technology 11%
2 Financials 6.35%
3 Healthcare 4.93%
4 Industrials 4.02%
5 Consumer Discretionary 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.5M 9.89%
383,780
+30,294
2
$16.8M 8.53%
258,115
+9,027
3
$13.2M 6.67%
157,035
+12,630
4
$10.5M 5.33%
177,184
+8,076
5
$9.73M 4.93%
76,034
+3,633
6
$8.87M 4.49%
82,233
+7,537
7
$7.08M 3.58%
87,344
+7,427
8
$5.47M 2.77%
74,508
-8,792
9
$5.13M 2.6%
3,540
-29
10
$5.07M 2.57%
3,501
+59
11
$4.75M 2.41%
33,262
-1,032
12
$4.61M 2.33%
27,017
13
$3.97M 2.01%
46,598
+572
14
$3.77M 1.91%
29,422
-1,189
15
$3.74M 1.9%
36,207
+2,579
16
$3.65M 1.85%
26,154
+56
17
$3.01M 1.53%
85,579
-2,498
18
$2.6M 1.32%
56,060
+5,816
19
$2.52M 1.28%
63,609
-945
20
$2.49M 1.26%
126,871
-25,725
21
$2.44M 1.23%
6,653
-67
22
$2.4M 1.22%
73,419
-4,493
23
$2.4M 1.22%
9,958
-262
24
$2.33M 1.18%
44,264
+1,011
25
$2.33M 1.18%
60,059
-4,333
1
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