HCM

Hudson Capital Management Portfolio holdings

AUM $399M
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$7.99M
3
+$474K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$415K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$361K

Top Sells

1
+$7.96M
2
+$1.29M
3
+$843K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$616K
5
AVGO icon
Broadcom
AVGO
+$419K

Sector Composition

1 Technology 13.27%
2 Healthcare 5.32%
3 Financials 5.22%
4 Consumer Discretionary 4.39%
5 Communication Services 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29M 8.24%
314,942
-3,187
2
$26.1M 7.41%
263,175
-4,166
3
$20.4M 5.8%
244,827
-10,623
4
$16.8M 4.78%
185,196
+749
5
$14.6M 4.13%
704,094
-2,074
6
$14.2M 4.01%
129,118
-288
7
$9.71M 2.75%
103,436
-484
8
$9.32M 2.64%
+174,950
9
$8.34M 2.37%
127,253
-3,043
10
$8M 2.27%
+410,050
11
$7.63M 2.16%
127,022
-3,021
12
$7.41M 2.1%
38,219
-838
13
$7.28M 2.06%
26,402
-1,931
14
$7.21M 2.04%
23,371
15
$6.89M 1.95%
23,764
-156
16
$6.45M 1.83%
222,904
-1,902
17
$6.06M 1.72%
62,020
-451
18
$6.02M 1.71%
29,339
+300
19
$5.94M 1.68%
53,553
-239
20
$5.87M 1.66%
84,538
-346
21
$5.82M 1.65%
122,903
+853
22
$5.72M 1.62%
76,830
-564
23
$5.7M 1.62%
40,666
+34
24
$5.59M 1.58%
4,606
+14
25
$5.53M 1.57%
31,397
+362
1
2 3