HCM

Hudson Capital Management Portfolio holdings

AUM $387M
1-Year Est. Return 18.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$731K
3
+$641K
4
BMY icon
Bristol-Myers Squibb
BMY
+$362K
5
CRM icon
Salesforce
CRM
+$349K

Top Sells

1
+$1.23M
2
+$1.05M
3
+$628K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$541K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$474K

Sector Composition

1 Technology 12.87%
2 Financials 5.18%
3 Healthcare 5.15%
4 Consumer Discretionary 4.93%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.1M 9.31%
375,764
+60,822
2
$26.2M 6.96%
261,518
-1,657
3
$21.4M 5.68%
245,222
+395
4
$18M 4.79%
188,098
+2,902
5
$14.8M 3.92%
713,037
+8,943
6
$14.4M 3.84%
129,618
+500
7
$10.2M 2.71%
179,070
+4,120
8
$9.89M 2.63%
103,932
+496
9
$9.3M 2.47%
121,660
-5,593
10
$8.66M 2.3%
442,842
+32,792
11
$8.4M 2.23%
127,364
+342
12
$7.66M 2.03%
30,094
+755
13
$7.52M 2%
30,938
-459
14
$7.4M 1.97%
23,470
-294
15
$7.39M 1.96%
22,392
-4,010
16
$6.86M 1.82%
23,371
17
$6.45M 1.71%
32,942
-5,277
18
$6.42M 1.7%
62,306
+286
19
$6.37M 1.69%
123,552
+649
20
$6.37M 1.69%
40,428
-238
21
$6.34M 1.68%
69,731
-7,099
22
$6.22M 1.65%
102,013
+740
23
$6.16M 1.63%
217,970
-4,934
24
$5.99M 1.59%
35,205
+589
25
$5.94M 1.58%
4,638
+32
1
2 3