HPM

Hudson Portfolio Management Portfolio holdings

AUM $104M
This Quarter Return
+2.81%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
+$2.16M
Cap. Flow
+$977K
Cap. Flow %
0.94%
Top 10 Hldgs %
28.08%
Holding
115
New
2
Increased
22
Reduced
74
Closed
2

Top Buys

1
$771K
2
$767K
3
$542K
4
$466K
5
$439K

Top Sells

1
$481K
2
$440K
3
$349K
4
$342K
5
$225K

Sector Composition

1Healthcare15.71%
2Financials13.41%
3Technology12.07%
4Communication Services11.12%
5Consumer Discretionary6.9%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$4.48M4.3% 28,671
-135
-0.5%
-$21.1K
$4.01M3.85% 5,962
-200
-3%
-$135K
$3.24M3.11% 63,512
+4,811
+8%
+$246K
$2.97M2.85% 17,909
-369
-2%
-$61.3K
$2.82M2.7% 13,597
-305
-2%
-$63.2K
$2.67M2.56% 25,805
+2,415
+10%
+$250K
$2.52M2.42% 138,190
-2,175
-2%
-$39.7K
$2.4M2.3% 23,847
+7,658
+47%
+$771K
$2.07M1.99% 40,705
-300
-0.7%
-$15.2K
$2.06M1.98% 9,283
-260
-3%
-$57.8K
$2.06M1.98% 26,886
-465
-2%
-$35.6K
$2.03M1.95% 29,574
+60
+0.2%
+$4.11K
$1.99M1.91% 64,585
-650
-1%
-$20K
$1.96M1.88% 36,857
-500
-1%
-$26.6K
$1.91M1.83% 22,775
-690
-3%
-$57.9K
$1.83M1.76% 27,053
-595
-2%
-$40.3K
$1.82M1.75% 40,168
-575
-1%
-$26.1K
$1.76M1.69% 44,855
+1,730
+4%
+$67.9K
$1.62M1.56% 30,043
-400
-1%
-$21.6K
$1.6M1.54% 30,631
+14,653
+92%
+$767K
$1.55M1.48% 23,888
-650
-3%
-$42K
$1.54M1.48% 53,956
-400
-0.7%
-$11.4K
$1.49M1.43% 40,335
+825
+2%
+$30.4K
$1.41M1.35% 2,521
+141
+6%
+$78.9K
$1.4M1.35% 23,418
-275
-1%
-$16.5K
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