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
$298M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$3.45M
3
+$2.67M
4
BMY icon
Bristol-Myers Squibb
BMY
+$794K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$730K

Top Sells

1
+$3.46M
2
+$3.06M
3
+$2.98M
4
VST icon
Vistra
VST
+$2.12M
5
AVGO icon
Broadcom
AVGO
+$459K

Sector Composition

1 Technology 13.32%
2 Healthcare 5.97%
3 Financials 5.52%
4 Consumer Discretionary 4.71%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.4M 9.21%
301,016
+6,444
2
$23.1M 7.77%
238,309
+4,133
3
$19.8M 6.64%
272,286
+36,769
4
$16.3M 5.47%
184,940
+1,650
5
$12.7M 4.27%
621,055
+35,680
6
$11.6M 3.89%
550,061
+15,335
7
$6.84M 2.3%
148,329
-293
8
$6.64M 2.23%
62,261
+720
9
$6.59M 2.21%
+123,113
10
$6.26M 2.1%
29,745
+1,295
11
$5.83M 1.96%
31,979
+60
12
$5.62M 1.89%
23,563
13
$5.4M 1.81%
26,678
+378
14
$5.36M 1.8%
4,511
+211
15
$5.36M 1.8%
4,483
+198
16
$5.33M 1.79%
33,220
-2,860
17
$5.24M 1.76%
26,323
-2,304
18
$5.15M 1.73%
129,411
+1,469
19
$5.12M 1.72%
45,087
-113
20
$5.05M 1.7%
74,640
+1,363
21
$4.97M 1.67%
4,729
+88
22
$4.92M 1.65%
57,212
-24,636
23
$4.77M 1.6%
43,315
-304
24
$4.76M 1.6%
102,454
+1,412
25
$4.7M 1.58%
40,090
+1,094
1
2 3