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
$234M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$2.31M
3
+$2.21M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.7M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.65M

Top Sells

1
+$6.44M
2
+$4.48M
3
+$2.33M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.04M
5
PARA
Paramount Global Class B
PARA
+$1.02M

Sector Composition

1 Technology 7.64%
2 Financials 4.25%
3 Industrials 3.4%
4 Healthcare 3.38%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.5M 10.04%
284,334
+20,038
2
$23.2M 9.94%
452,565
+45,092
3
$16.7M 7.14%
152,315
+15,572
4
$16.2M 6.92%
224,209
+11,432
5
$16M 6.85%
147,529
+20,375
6
$11.9M 5.08%
151,472
-11,983
7
$11.2M 4.78%
85,814
-15,667
8
$9.06M 3.88%
88,873
+1,038
9
$8.5M 3.64%
98,570
+9,832
10
$4.98M 2.13%
26,417
-200
11
$4.48M 1.92%
34,109
-248
12
$4.4M 1.88%
+141,318
13
$4.25M 1.82%
30,095
-1,769
14
$3.55M 1.52%
54,503
+130
15
$3.5M 1.5%
28,614
-1,588
16
$3.42M 1.46%
100,557
+13,576
17
$3.21M 1.37%
21,057
-3,343
18
$2.83M 1.21%
73,080
-10,291
19
$2.59M 1.11%
32,690
-2,435
20
$2.56M 1.1%
44,609
-9,128
21
$2.54M 1.09%
31,689
-4,892
22
$2.54M 1.09%
80,059
-12,092
23
$2.54M 1.09%
48,332
-1,275
24
$2.51M 1.07%
48,512
+474
25
$2.4M 1.03%
42,876
-1,823
1
2 3