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
$253M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$5.14M
3
+$5.14M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.38M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$3.99M

Top Sells

1
+$2.34M
2
+$2.33M
3
+$1.25M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$747K
5
TSLA icon
Tesla
TSLA
+$248K

Sector Composition

1 Technology 10.48%
2 Healthcare 6.19%
3 Financials 4.27%
4 Consumer Discretionary 3.25%
5 Industrials 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.2M 8.79%
245,546
+15,445
2
$16.7M 6.61%
270,748
-20,202
3
$16M 6.31%
778,774
+250,771
4
$15.9M 6.28%
787,677
+254,968
5
$11.7M 4.64%
171,612
+7,721
6
$10.6M 4.18%
194,027
+10,748
7
$10.3M 4.07%
108,533
+4,564
8
$5.9M 2.34%
+55,915
9
$5.84M 2.31%
196,412
+5,609
10
$5.6M 2.22%
55,539
-7,406
11
$5.58M 2.21%
23,372
-100
12
$4.85M 1.92%
133,926
+5,447
13
$4.39M 1.74%
3,703
+144
14
$4.38M 1.73%
+66,761
15
$4.24M 1.68%
3,657
+91
16
$4.21M 1.67%
29,023
+628
17
$3.99M 1.58%
+77,738
18
$3.69M 1.46%
28,386
+2,088
19
$3.67M 1.45%
126,583
+6,398
20
$3.61M 1.43%
26,913
+1,551
21
$3.46M 1.37%
10,432
+39
22
$3.36M 1.33%
60,160
+8,840
23
$3.36M 1.33%
39,178
+800
24
$3.3M 1.31%
18,975
+15,911
25
$3.14M 1.24%
94,837
+8,797
1
2 3