HCM

Hudson Capital Management Portfolio holdings

AUM $377M
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$328M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.12M
3
+$713K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$669K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$445K

Top Sells

1
+$1.23M
2
+$329K
3
+$260K
4
GILD icon
Gilead Sciences
GILD
+$259K
5
UPS icon
United Parcel Service
UPS
+$219K

Sector Composition

1 Technology 13.02%
2 Healthcare 6.09%
3 Financials 5.12%
4 Consumer Discretionary 4.39%
5 Communication Services 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.4M 8.97%
318,129
+7,238
2
$26.4M 8.06%
267,341
+4,500
3
$19.3M 5.89%
255,450
-16,306
4
$15.4M 4.68%
184,447
+3,326
5
$14.6M 4.45%
706,168
+5,421
6
$14.1M 4.29%
129,406
+3,191
7
$9.75M 2.97%
103,920
+543
8
$8.88M 2.71%
84,897
+23,499
9
$8.06M 2.46%
130,296
-4,195
10
$7.14M 2.18%
23,371
-92
11
$7.02M 2.14%
130,043
+6,150
12
$6.45M 1.97%
29,039
+423
13
$6.36M 1.94%
224,806
-887
14
$6.03M 1.84%
53,792
-2,310
15
$5.87M 1.79%
23,920
+116
16
$5.67M 1.73%
4,592
+24
17
$5.62M 1.71%
4,679
+89
18
$5.48M 1.67%
62,471
-297
19
$5.31M 1.62%
40,632
+460
20
$5.26M 1.6%
86,313
+4,182
21
$5.24M 1.6%
77,394
+671
22
$5.24M 1.6%
84,884
+1,028
23
$5.21M 1.59%
43,492
+647
24
$5.09M 1.55%
122,050
+1,710
25
$4.8M 1.46%
31,035
+775
1
2 3