HCM
Hudson Capital Management Portfolio holdings
AUM
$353M
This Quarter Return
-11.29%
1 Year Return
+15.41%
3 Year Return
+47.41%
5 Year Return
+68.02%
10 Year Return
–
AUM
$210M
AUM Growth
+$210M
(-17%)
Cap. Flow
-$14.9M
Cap. Flow
% of AUM
-7.09%
Top 10 Holdings %
Top 10 Hldgs %
51.59%
Holding
71
New
4
Increased
38
Reduced
15
Closed
6
Top Buys
1 |
Innovator US Equity Power Buffer ETF June
PJUN
|
$5.51M |
2 |
Innovator US Equity Buffer ETF May
BMAY
|
$3.35M |
3 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.13M |
4 |
JPMorgan Equity Premium Income ETF
JEPI
|
$851K |
5 |
Broadcom
AVGO
|
$789K |
Top Sells
Sector Composition
1 | Technology | 9.54% |
2 | Financials | 5% |
3 | Healthcare | 4.53% |
4 | Industrials | 3.84% |
5 | Communication Services | 3.2% |