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
$210M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$3.35M
3
+$2.13M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$851K
5
AVGO icon
Broadcom
AVGO
+$789K

Top Sells

1
+$19.7M
2
+$6.36M
3
+$5.53M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3M
5
VLO icon
Valero Energy
VLO
+$711K

Sector Composition

1 Technology 9.54%
2 Financials 5%
3 Healthcare 4.53%
4 Industrials 3.84%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.5M 10.71%
236,651
+5,131
2
$17.6M 8.35%
298,450
+36,168
3
$14.3M 6.8%
187,700
-39,360
4
$10.4M 4.93%
162,683
+6,051
5
$9.83M 4.67%
177,253
+15,349
6
$9.54M 4.54%
103,273
-68,872
7
$7.81M 3.71%
70,948
-874
8
$6.13M 2.92%
64,978
-3,440
9
$5.51M 2.62%
+189,359
10
$4.95M 2.35%
23,572
11
$4.54M 2.16%
126,465
+3,620
12
$4.32M 2.05%
3,554
+43
13
$4.28M 2.04%
3,557
+21
14
$3.89M 1.85%
28,314
+400
15
$3.53M 1.68%
25,827
+1,250
16
$3.35M 1.59%
+117,917
17
$3.02M 1.43%
50,018
-105
18
$2.63M 1.25%
5,609
+399
19
$2.54M 1.21%
22,548
+1,710
20
$2.5M 1.19%
31,190
+3,312
21
$2.48M 1.18%
11,226
+276
22
$2.46M 1.17%
23,920
+1,010
23
$2.45M 1.17%
107,407
-5,191
24
$2.44M 1.16%
60,252
+7,212
25
$2.44M 1.16%
78,361
+9,299
1
2 3