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
$314M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.35M
3
+$960K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$498K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$408K

Top Sells

1
+$11.6M
2
+$520K
3
+$362K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$265K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$257K

Sector Composition

1 Technology 13.61%
2 Healthcare 6.29%
3 Financials 5.31%
4 Consumer Discretionary 4.99%
5 Communication Services 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.8M 9.17%
304,114
+3,098
2
$26.5M 8.44%
261,533
+23,224
3
$21.8M 6.93%
278,670
+6,384
4
$17.1M 5.46%
186,402
+1,462
5
$13.1M 4.17%
633,660
+12,605
6
$7.49M 2.39%
64,012
+1,751
7
$7.47M 2.38%
143,252
-5,077
8
$7.27M 2.32%
126,546
+3,433
9
$6.78M 2.16%
29,084
-661
10
$6.63M 2.11%
55,904
-1,308
11
$6.49M 2.07%
23,463
-100
12
$5.81M 1.85%
71,922
-2,718
13
$5.8M 1.85%
4,521
+10
14
$5.77M 1.84%
4,534
+51
15
$5.7M 1.82%
39,692
-3,623
16
$5.66M 1.8%
45,439
-1,243
17
$5.57M 1.78%
45,088
+1
18
$5.51M 1.76%
31,951
-1,269
19
$5.46M 1.74%
25,874
-804
20
$5.35M 1.71%
82,190
-1,629
21
$5.25M 1.67%
238,714
-5,990
22
$5.16M 1.64%
31,099
-880
23
$5.1M 1.62%
128,452
-959
24
$4.92M 1.57%
58,678
+583
25
$4.85M 1.55%
40,080
-10
1
2 3