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
$205M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$6.21M
3
+$5.98M
4
ARKK icon
ARK Innovation ETF
ARKK
+$3.21M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.09M

Top Sells

1
+$14.3M
2
+$4.66M
3
+$2.76M
4
LEA icon
Lear
LEA
+$1.9M
5
XOM icon
Exxon Mobil
XOM
+$1.61M

Sector Composition

1 Technology 9.05%
2 Healthcare 4.31%
3 Industrials 3.51%
4 Financials 3.19%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.6M 9.6%
237,086
+75,000
2
$16.7M 8.16%
+323,797
3
$14.5M 7.09%
129,074
+12,053
4
$14M 6.84%
232,298
-26,093
5
$12.4M 6.07%
92,258
+5,082
6
$12.1M 5.91%
202,596
+51,792
7
$7.07M 3.46%
100,691
-39,293
8
$6.23M 3.04%
248,196
+238,512
9
$6.04M 2.95%
52,185
-8,007
10
$5.36M 2.62%
3,604
-3
11
$5.17M 2.53%
76,662
+35,046
12
$5.02M 2.45%
3,738
+32
13
$4.04M 1.97%
36,247
-1,231
14
$3.75M 1.83%
26,917
15
$3.39M 1.65%
30,233
+3,772
16
$3.21M 1.57%
+34,839
17
$3.12M 1.53%
56,552
+13,936
18
$3.02M 1.48%
80,436
-2,700
19
$2.56M 1.25%
26,591
+687
20
$2.56M 1.25%
54,855
-2,010
21
$2.5M 1.22%
54,099
-7,142
22
$2.38M 1.16%
84,840
-13,492
23
$2.34M 1.14%
19,865
-4,385
24
$2.32M 1.13%
40,796
-2,034
25
$2.23M 1.09%
8,781
-262
1
2 3 4