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
$276M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$6.32M
3
+$6.24M
4
UOCT icon
Innovator US Equity Ultra Buffer ETF October
UOCT
+$5.58M
5
MSEX icon
Middlesex Water
MSEX
+$1.06M

Top Sells

1
+$5.5M
2
+$2.38M
3
+$2.16M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.69M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.18M

Sector Composition

1 Technology 8.3%
2 Financials 4.13%
3 Healthcare 3.08%
4 Industrials 3.05%
5 Consumer Discretionary 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.2M 8.05%
202,276
+9,270
2
$21.1M 7.66%
419,112
-7,794
3
$19.1M 6.91%
234,333
-12,282
4
$18.4M 6.66%
158,646
-963
5
$18.3M 6.62%
137,929
-8,931
6
$18.1M 6.56%
237,671
+1,403
7
$12.7M 4.62%
146,674
-6,036
8
$8.83M 3.2%
139,705
+111,925
9
$7.7M 2.79%
68,587
-21,219
10
$6.32M 2.29%
+4,242
11
$6.24M 2.26%
+4,314
12
$6.16M 2.23%
71,961
-25,289
13
$5.85M 2.12%
23,722
+50
14
$5.58M 2.02%
+195,790
15
$4.59M 1.66%
37,778
+917
16
$4.42M 1.6%
25,151
-3,516
17
$4.42M 1.6%
24,863
-2,613
18
$4.3M 1.56%
118,383
+3,357
19
$4.19M 1.52%
36,600
-14,782
20
$3.19M 1.16%
20,141
-189
21
$3.02M 1.1%
67,984
-1,872
22
$2.81M 1.02%
44,310
-1,343
23
$2.7M 0.98%
71,609
-1,934
24
$2.62M 0.95%
24,151
-2,212
25
$2.55M 0.92%
112,097
-1,328
1
2 3