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
$151M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.33M
3
+$2.72M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$2.63M
5
EA icon
Electronic Arts
EA
+$1.59M

Top Sells

1
+$19.5M
2
+$2.94M
3
+$2.49M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.48M
5
AAPL icon
Apple
AAPL
+$733K

Sector Composition

1 Technology 10.66%
2 Healthcare 6.03%
3 Financials 4.65%
4 Industrials 3.73%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.3M 8.86%
267,582
+9,467
2
$11.9M 7.87%
149,961
+62,617
3
$11.4M 7.54%
107,018
+24,785
4
$10.5M 6.98%
85,227
+9,193
5
$8.94M 5.93%
159,372
+2,337
6
$7.7M 5.11%
172,388
-4,796
7
$4.6M 3.05%
3,608
+68
8
$4.5M 2.98%
3,551
+50
9
$4.33M 2.87%
+188,002
10
$4M 2.66%
62,976
-11,532
11
$3.68M 2.44%
26,917
-100
12
$3.18M 2.11%
37,408
+1,201
13
$2.87M 1.9%
5,870
-22
14
$2.83M 1.88%
29,226
-196
15
$2.72M 1.81%
+86,623
16
$2.61M 1.73%
47,472
+874
17
$2.32M 1.54%
61,272
-2,337
18
$2.31M 1.54%
25,711
-443
19
$2.29M 1.52%
56,740
+680
20
$2.12M 1.41%
28,367
-331
21
$1.98M 1.31%
13,370
-19,892
22
$1.92M 1.27%
48,763
+620
23
$1.91M 1.27%
9,429
-529
24
$1.91M 1.26%
6,066
-587
25
$1.78M 1.18%
84,035
-1,544
1
2 3 4