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
$251M
AUM Growth
-$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$810K
3
+$607K
4
T icon
AT&T
T
+$581K
5
BMY icon
Bristol-Myers Squibb
BMY
+$511K

Top Sells

1
+$6.08M
2
+$4.15M
3
+$703K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$655K
5
LH icon
Labcorp
LH
+$316K

Sector Composition

1 Technology 11.48%
2 Healthcare 7.04%
3 Financials 4.86%
4 Consumer Discretionary 4.25%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.6M 9%
256,894
-7,999
2
$16.2M 6.44%
171,931
+28,179
3
$15.2M 6.05%
235,805
-10,186
4
$13M 5.16%
179,280
+709
5
$11.5M 4.57%
214,258
+6,067
6
$11.1M 4.43%
553,070
+2,280
7
$8.45M 3.37%
408,707
-14,987
8
$5.73M 2.28%
60,773
+1,208
9
$5.67M 2.26%
23,563
+126
10
$5.25M 2.09%
143,079
+5,231
11
$4.99M 1.99%
29,122
+290
12
$4.71M 1.88%
46,677
-759
13
$4.48M 1.79%
4,020
+149
14
$4.44M 1.77%
133,951
-3,455
15
$4.41M 1.76%
3,961
+140
16
$4.24M 1.69%
32,426
+656
17
$4.22M 1.68%
50,760
-3,680
18
$4.15M 1.65%
26,970
-298
19
$4.08M 1.63%
47,978
-976
20
$4M 1.6%
28,251
+1,737
21
$3.96M 1.58%
4,815
+323
22
$3.96M 1.58%
27,323
-93
23
$3.87M 1.54%
52,243
-3,966
24
$3.82M 1.52%
71,580
+1,758
25
$3.78M 1.51%
24,170
+30
1
2 3