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HPM

Hudson Portfolio Management Portfolio holdings

AUM $119M
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
+1.69%
1 Year Est. Return
+24.19%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
+$2.57M
Cap. Flow
+$2.19M
Cap. Flow %
1.84%
Top 10 Hldgs %
31.6%
Holding
113
New
5
Increased
21
Reduced
28
Closed
2

Top Buys

1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$589K
2
MSFT icon
Microsoft
MSFT
+$407K
3
SON icon
Sonoco
SON
+$402K
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$395K
5
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$395K

Top Sells

1
CHRW icon
C.H. Robinson
CHRW
+$301K
2
KMI icon
Kinder Morgan
KMI
+$276K
3
NVO
Novo Nordisk
NVO
+$276K
4
TSM icon
TSMC
TSM
+$238K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$213K

Sector Composition

1 Healthcare 14.41%
2 Technology 12.74%
3 Financials 11.73%
4 Communication Services 10.94%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
1
Alphabet (Google) Class C
GOOG
$4.54T
$6.76M 5.7%
23,574
-678
-3% -$213K
TSM icon
2
TSMC
TSM
$2.15T
$5.74M 4.83%
16,981
-692
-4% -$238K
MCK icon
3
McKesson
MCK
$96.2B
$4.68M 3.94%
5,408
-50
-0.9% -$44.6K
STIP icon
4
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$3.62M 3.05%
35,033
+700
+2% +$72.1K
EWJ icon
5
iShares MSCI Japan ETF
EWJ
$21.9B
$3.36M 2.83%
39,793
+3,708
+10% +$321K
IGSB icon
6
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$3.16M 2.66%
60,046
+6,170
+11% +$326K
CWB icon
7
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.84B
$2.71M 2.29%
29,642
+1,465
+5% +$137K
ALL icon
8
Allstate
ALL
$62.4B
$2.64M 2.22%
12,737
– –
BNY
9
Bank of New York Mellon
BNY
$110B
$2.6M 2.19%
21,958
– –
EZU icon
10
iShare MSCI Eurozone ETF
EZU
$9.46B
$2.23M 1.88%
35,643
+75
+0.2% +$4.91K
AAPL icon
11
Apple
AAPL
$4.85T
$2.18M 1.84%
8,593
– –
FLOT icon
12
iShares Floating Rate Bond ETF
FLOT
$10B
$2.1M 1.77%
41,137
-3,925
-9% -$200K
SHV icon
13
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$2.03M 1.71%
18,360
+5,340
+41% +$589K
VZ icon
14
Verizon
VZ
$181B
$1.91M 1.61%
37,953
-1,310
-3% -$60.7K
CVS icon
15
CVS Health
CVS
$136B
$1.86M 1.57%
25,953
– –
STPZ icon
16
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$515M
$1.85M 1.56%
34,248
+37
+0.1% +$2K
INFY icon
17
Infosys
INFY
$45.4B
$1.85M 1.56%
136,990
-45
-0% -$705
BBCA icon
18
JPMorgan BetaBuilders Canada ETF
BBCA
$10.8B
$1.85M 1.56%
19,662
+802
+4% +$76.7K
CNA icon
19
CNA Financial
CNA
$13.8B
$1.84M 1.55%
40,130
+150
+0.4% +$7.1K
SPY icon
20
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$1.75M 1.48%
2,695
-27
-1% -$18.4K
TD icon
21
Toronto Dominion Bank
TD
$206B
$1.74M 1.47%
18,653
-555
-3% -$52.8K
MINT icon
22
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$1.64M 1.38%
16,302
+1,785
+12% +$179K
ORI icon
23
Old Republic International
ORI
$10.1B
$1.61M 1.36%
40,335
– –
SCZ icon
24
iShares MSCI EAFE Small-Cap ETF
SCZ
$14B
$1.49M 1.26%
19,065
– –
KMI icon
25
Kinder Morgan
KMI
$72.3B
$1.48M 1.25%
44,181
-8,825
-17% -$276K
1
2 3 4 5

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