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
$241M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$728K
3
+$629K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$598K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$467K

Top Sells

1
+$4.4M
2
+$1.16M
3
+$594K
4
ADP icon
Automatic Data Processing
ADP
+$395K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$391K

Sector Composition

1 Technology 7.65%
2 Financials 4.55%
3 Healthcare 3.6%
4 Industrials 3.44%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.2M 10.02%
293,158
+8,824
2
$23.8M 9.86%
464,216
+11,651
3
$17.5M 7.25%
157,993
+5,678
4
$16.9M 7.01%
151,716
+4,187
5
$16.8M 6.96%
229,412
+5,203
6
$11.9M 4.93%
149,830
-1,642
7
$10.4M 4.29%
77,175
-8,639
8
$9.33M 3.86%
89,598
+725
9
$8.52M 3.53%
98,836
+266
10
$5.38M 2.23%
+192,230
11
$4.85M 2.01%
24,429
-1,988
12
$4.64M 1.92%
34,489
+380
13
$3.97M 1.64%
28,962
+348
14
$3.91M 1.62%
29,649
-446
15
$3.69M 1.53%
104,875
+4,318
16
$3.19M 1.32%
20,542
-515
17
$3.01M 1.25%
54,705
+202
18
$2.91M 1.21%
70,606
-2,474
19
$2.71M 1.12%
39,486
-3,390
20
$2.53M 1.05%
92,954
-1,743
21
$2.52M 1.04%
47,475
-1,037
22
$2.51M 1.04%
42,425
-2,184
23
$2.47M 1.02%
28,841
-3,849
24
$2.45M 1.01%
25,496
-6,193
25
$2.41M 1%
12,648
-300
1
2 3