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
$322M
AUM Growth
+$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$4.89M
3
+$1.39M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$613K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$358K

Top Sells

1
+$2.23M
2
+$1.38M
3
+$827K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$775K
5
AVGO icon
Broadcom
AVGO
+$760K

Sector Composition

1 Technology 14.28%
2 Healthcare 5.61%
3 Financials 5.28%
4 Consumer Discretionary 4.39%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.1M 8.74%
310,891
+6,777
2
$25.5M 7.91%
262,841
+1,308
3
$19.1M 5.94%
271,756
-6,914
4
$16.5M 5.12%
181,121
-5,281
5
$14.5M 4.5%
700,747
+67,087
6
$13.5M 4.19%
+126,215
7
$9.48M 2.95%
103,377
+53,293
8
$7.17M 2.23%
28,616
-468
9
$7.07M 2.2%
61,398
-2,614
10
$6.99M 2.17%
134,491
-8,761
11
$6.87M 2.13%
23,463
12
$6.65M 2.07%
28,672
-3,279
13
$6.47M 2.01%
123,893
-2,653
14
$5.73M 1.78%
30,260
-839
15
$5.71M 1.77%
23,804
-2,070
16
$5.67M 1.76%
62,768
-9,154
17
$5.57M 1.73%
4,568
+34
18
$5.48M 1.7%
4,590
+69
19
$5.48M 1.7%
39,751
-16,153
20
$5.43M 1.69%
16,255
-926
21
$5.35M 1.66%
42,845
-2,243
22
$5.29M 1.64%
120,340
-8,112
23
$5.27M 1.64%
40,172
-5,267
24
$5.23M 1.62%
98,159
-4,532
25
$5.18M 1.61%
56,102
-2,576
1
2 3