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
$226M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.32M
3
+$2.43M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.27M
5
T icon
AT&T
T
+$1.42M

Top Sells

1
+$5.36M
2
+$5.02M
3
+$2.92M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$2.84M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.35M

Sector Composition

1 Technology 7.85%
2 Financials 3.89%
3 Healthcare 3.38%
4 Industrials 3.27%
5 Communication Services 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22M 9.75%
264,296
+27,210
2
$21M 9.32%
407,473
+83,676
3
$15.5M 6.85%
136,743
+7,669
4
$14.7M 6.51%
212,777
-19,521
5
$14M 6.21%
101,481
+9,223
6
$11.8M 5.25%
163,455
-39,141
7
$11.7M 5.18%
127,154
+26,463
8
$7.67M 3.4%
88,738
+80,591
9
$7.59M 3.36%
87,835
+11,173
10
$6.44M 2.85%
246,992
-1,204
11
$4.69M 2.08%
26,617
-300
12
$4.48M 1.99%
36,020
+1,181
13
$4.37M 1.94%
34,357
-1,890
14
$4.04M 1.79%
31,864
+1,631
15
$4.01M 1.78%
30,202
-21,983
16
$3.6M 1.59%
54,373
-2,179
17
$3.29M 1.46%
86,981
+6,545
18
$3.1M 1.37%
24,400
-2,191
19
$2.53M 1.12%
83,371
-6,711
20
$2.42M 1.07%
65,020
-19,820
21
$2.33M 1.03%
48,522
-6,333
22
$2.33M 1.03%
16,225
-804
23
$2.27M 1%
92,151
-16,670
24
$2.26M 1%
14,806
-5,059
25
$2.24M 0.99%
53,737
-19,067
1
2 3