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
$290M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.32M
3
+$3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.9M
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$1.91M

Top Sells

1
+$11.8M
2
+$3.84M
3
+$3.06M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.87M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.08M

Sector Composition

1 Technology 12.78%
2 Healthcare 7.14%
3 Financials 5.48%
4 Consumer Discretionary 4.87%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.1M 9.33%
294,572
+36,178
2
$22.9M 7.91%
234,176
+29,616
3
$17.5M 6.03%
235,517
-3,825
4
$16.7M 5.77%
183,290
-1,923
5
$12M 4.12%
585,375
+34,376
6
$11.2M 3.87%
534,726
+143,107
7
$6.8M 2.34%
61,541
-1,040
8
$6.55M 2.26%
148,622
+3,647
9
$5.88M 2.03%
23,563
10
$5.7M 1.97%
81,848
-43,881
11
$5.5M 1.89%
44,364
-1,808
12
$5.35M 1.84%
45,200
-1,681
13
$5.27M 1.82%
26,300
-717
14
$5.26M 1.81%
43,619
-1,829
15
$5.24M 1.81%
4,300
+1,564
16
$5.12M 1.76%
4,285
+1,415
17
$4.91M 1.69%
28,763
-197
18
$4.88M 1.68%
28,450
-161
19
$4.85M 1.67%
127,942
-467
20
$4.85M 1.67%
28,627
-759
21
$4.82M 1.66%
31,919
-437
22
$4.78M 1.65%
36,080
-7,170
23
$4.75M 1.64%
23,986
-504
24
$4.67M 1.61%
12,865
-71
25
$4.58M 1.58%
101,042
-12
1
2 3