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
$260M
AUM Growth
+$8.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$2.75M
3
+$419K
4
BDX icon
Becton Dickinson
BDX
+$416K
5
BAC icon
Bank of America
BAC
+$358K

Top Sells

1
+$13.2M
2
+$2.68M
3
+$2.43M
4
PHM icon
Pultegroup
PHM
+$648K
5
AVGO icon
Broadcom
AVGO
+$586K

Sector Composition

1 Technology 11.19%
2 Healthcare 6.31%
3 Financials 4.36%
4 Consumer Discretionary 4.28%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.3M 9.33%
264,893
+4,570
2
$16.6M 6.38%
245,991
-6,323
3
$14.1M 5.41%
143,752
+136,114
4
$13.4M 5.15%
178,571
+4,072
5
$11.5M 4.43%
208,191
+6,177
6
$11.1M 4.26%
550,790
-706
7
$8.72M 3.35%
423,694
-130,069
8
$6.08M 2.34%
233,093
+1,487
9
$5.94M 2.28%
59,565
+2,440
10
$5.59M 2.15%
28,832
-409
11
$5.25M 2.02%
137,848
+1,491
12
$5.15M 1.98%
23,437
13
$5.08M 1.95%
47,436
-1,853
14
$4.72M 1.82%
54,440
-6,760
15
$4.48M 1.72%
3,821
+24
16
$4.46M 1.71%
3,871
+60
17
$4.4M 1.69%
27,268
+557
18
$4.37M 1.68%
56,209
-8,348
19
$4.15M 1.6%
109,621
+1
20
$4.1M 1.57%
48,954
+944
21
$3.99M 1.53%
27,416
+503
22
$3.96M 1.52%
24,140
+1,020
23
$3.8M 1.46%
31,770
+101
24
$3.74M 1.44%
225,144
+6,182
25
$3.71M 1.43%
20,693
+793
1
2 3