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
$250M
AUM Growth
+$8.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$9.27M
2
+$5.5M
3
+$3.87M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.66M
5
AVGO icon
Broadcom
AVGO
+$973K

Top Sells

1
+$5.38M
2
+$3.84M
3
+$2.13M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.91M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$500K

Sector Composition

1 Technology 7.46%
2 Financials 4.57%
3 Industrials 3.13%
4 Healthcare 2.85%
5 Consumer Discretionary 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.8M 8.73%
426,906
-37,310
2
$21.3M 8.54%
193,006
+35,013
3
$20.3M 8.13%
246,615
-46,543
4
$19.5M 7.82%
146,860
+69,685
5
$17.5M 7.02%
236,268
+6,856
6
$17.4M 6.98%
159,609
+7,893
7
$12.1M 4.84%
152,710
+2,880
8
$9.25M 3.7%
89,806
+208
9
$8.38M 3.35%
97,250
-1,586
10
$5.5M 2.2%
+197,756
11
$4.73M 1.89%
23,672
-757
12
$4.57M 1.83%
36,861
+2,372
13
$4.17M 1.67%
28,667
-982
14
$4.02M 1.61%
115,026
+10,151
15
$3.89M 1.56%
27,476
-1,486
16
$3.8M 1.52%
51,382
-3,323
17
$3.33M 1.33%
20,330
-212
18
$2.96M 1.19%
69,856
-750
19
$2.57M 1.03%
26,363
-2,478
20
$2.48M 0.99%
45,653
-1,822
21
$2.46M 0.98%
35,234
-4,252
22
$2.36M 0.94%
12,042
-606
23
$2.33M 0.93%
11,894
-55
24
$2.32M 0.93%
91,732
-1,222
25
$2.31M 0.92%
49,713
+270
1
2 3