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
$188M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$4.66M
3
+$1.31M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.12M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1M

Top Sells

1
+$4.33M
2
+$1.32M
3
+$1.22M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.21M
5
SAN icon
Banco Santander
SAN
+$1.09M

Sector Composition

1 Technology 10.36%
2 Healthcare 4.97%
3 Financials 4.16%
4 Industrials 3.74%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.8M 7.85%
258,391
-9,191
2
$14.3M 7.59%
+128,859
3
$13.4M 7.12%
162,086
+12,125
4
$13.1M 6.94%
117,021
+10,003
5
$11.7M 6.23%
87,176
+1,949
6
$9.56M 5.08%
139,984
-19,388
7
$8.44M 4.48%
150,804
-21,584
8
$5.49M 2.92%
60,192
-2,784
9
$4.84M 2.57%
3,607
+56
10
$4.81M 2.56%
3,706
+98
11
$4.66M 2.48%
+176,427
12
$4.01M 2.13%
26,917
13
$3.72M 1.98%
37,478
+70
14
$2.95M 1.57%
83,136
-3,487
15
$2.86M 1.52%
26,461
-2,765
16
$2.77M 1.47%
41,616
-5,856
17
$2.44M 1.3%
3,911
-1,959
18
$2.44M 1.3%
25,904
+193
19
$2.29M 1.22%
98,332
+13,916
20
$2.28M 1.21%
17,286
+1,433
21
$2.27M 1.21%
56,865
-4,407
22
$2.27M 1.2%
48,558
-205
23
$2.21M 1.18%
24,250
+128
24
$2.21M 1.18%
5,701
-365
25
$2.14M 1.14%
42,830
+492
1
2 3 4