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
-$743K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$5.78M
3
+$3.94M
4
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$3.92M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.37M

Top Sells

1
+$5.9M
2
+$5.84M
3
+$4.97M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$4.79M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$4.63M

Sector Composition

1 Technology 11.64%
2 Healthcare 6.28%
3 Financials 3.99%
4 Consumer Discretionary 3.85%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.1M 9.59%
260,323
+14,777
2
$16.9M 6.7%
252,314
-18,434
3
$13.2M 5.25%
+492,173
4
$12.5M 4.95%
174,499
+2,887
5
$11.4M 4.53%
553,763
-225,011
6
$11.2M 4.44%
551,496
-236,181
7
$11M 4.38%
202,014
+7,987
8
$5.78M 2.29%
+231,606
9
$5.52M 2.19%
57,125
-51,408
10
$5.33M 2.12%
136,357
+2,431
11
$5.22M 2.07%
23,437
+65
12
$5.07M 2.01%
49,289
-6,250
13
$4.82M 1.91%
29,241
+855
14
$4.48M 1.78%
3,811
+108
15
$4.43M 1.76%
3,797
+140
16
$4.05M 1.61%
26,711
-2,312
17
$3.94M 1.56%
+109,620
18
$3.93M 1.56%
61,200
+1,040
19
$3.92M 1.56%
+218,962
20
$3.86M 1.53%
19,900
+925
21
$3.76M 1.49%
64,557
-886
22
$3.63M 1.44%
4,418
+85
23
$3.57M 1.42%
23,120
+354
24
$3.51M 1.4%
48,010
+1,420
25
$3.51M 1.39%
26,913
1
2 3