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 (+2%)
Cap. Flow
+$977K
Cap. Flow % of AUM
0.94%
Top 10 Holdings %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
| 1 | Healthcare | 15.71% |
| 2 | Financials | 13.41% |
| 3 | Technology | 12.07% |
| 4 | Communication Services | 11.12% |
| 5 | Consumer Discretionary | 6.9% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.4M | 1.34% | 10,018 -610 | -6% | -$85.3K | |||
| $1.35M | 1.3% | 49,840 -1,095 | -2% | -$29.7K | |||
| $1.33M | 1.27% | 40,215 -10,360 | -20% | -$342K | |||
| $1.28M | 1.22% | 19,142 -100 | -0.5% | -$6.66K | |||
| $1.27M | 1.22% | 20,020 -375 | -2% | -$23.8K | |||
| $1.22M | 1.17% | 3,918 -110 | -3% | -$34.3K | |||
| $1.17M | 1.12% | 22,290 -300 | -1% | -$15.8K | |||
| $1.14M | 1.1% | 40,824 +560 | +1% | +$15.7K | |||
| $1.1M | 1.05% | 6,613 -100 | -1% | -$16.6K | |||
| $1.02M | 0.98% | 5,697 +195 | +4% | +$34.9K | |||
| $1.02M | 0.98% | 7,371 -3,192 | -30% | -$440K | |||
| $987K | 0.95% | 8,356 -1,445 | -15% | -$171K | |||
| $984K | 0.95% | 12,043 +1,988 | +20% | +$162K | |||
| $977K | 0.94% | 6,955 | – | – | |||
| $956K | 0.92% | 13,358 +2,758 | +26% | +$197K | |||
| $930K | 0.89% | 7,019 -135 | -2% | -$17.9K | |||
| $922K | 0.89% | 5,225 +485 | +10% | +$85.6K | |||
| $863K | 0.83% | 11,772 -278 | -2% | -$20.4K | |||
| $844K | 0.81% | 29,842 -1,187 | -4% | -$33.6K | |||
| $812K | 0.78% | 20,964 -160 | -0.8% | -$6.2K | |||
| $792K | 0.76% | 34,862 -5,801 | -14% | -$132K | |||
| $775K | 0.74% | 21,239 -450 | -2% | -$16.4K | |||
| $721K | 0.69% | 8,700 | – | – | |||
| $716K | 0.69% | 367 | – | – | |||
| $697K | 0.67% | 10,684 -100 | -0.9% | -$6.53K |
