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
$252M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$2.98M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.36M

Top Sells

1
+$7.99M
2
+$5.78M
3
+$5.58M
4
GMF icon
SPDR S&P Emerging Asia Pacific ETF
GMF
+$1.63M
5
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$1.02M

Sector Composition

1 Technology 8.5%
2 Financials 4.36%
3 Healthcare 3.38%
4 Industrials 3.36%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.6M 9.34%
231,520
+29,244
2
$20.8M 8.23%
428,419
+9,307
3
$18.6M 7.36%
172,145
+13,499
4
$18.2M 7.22%
262,282
+24,611
5
$17.7M 7.02%
227,060
-7,273
6
$12.1M 4.79%
156,632
+9,958
7
$9.94M 3.94%
161,904
+22,199
8
$8.69M 3.44%
71,822
-66,107
9
$7.5M 2.97%
68,418
-169
10
$5.53M 2.19%
+178,823
11
$5.36M 2.13%
23,572
-150
12
$4.73M 1.87%
122,845
+4,462
13
$4.65M 1.84%
3,511
-731
14
$4.64M 1.84%
3,536
-778
15
$4.35M 1.72%
27,914
+2,763
16
$4.29M 1.7%
24,577
-286
17
$3.83M 1.52%
50,123
+13,523
18
$3.01M 1.19%
20,230
-1,033
19
$2.88M 1.14%
28,411
-923
20
$2.85M 1.13%
69,062
+1,078
21
$2.84M 1.13%
20,838
+697
22
$2.64M 1.05%
10,950
-958
23
$2.64M 1.05%
3,777
+144
24
$2.63M 1.04%
53,040
+2,664
25
$2.62M 1.04%
112,598
+501
1
2 3