HPM

Hudson Portfolio Management Portfolio holdings

AUM $107M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$3.77M
3
+$3.56M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.44M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$3.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.77%
2 Communication Services 13.87%
3 Healthcare 11.89%
4 Financials 11.16%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 1.22%
+28,405
27
$1.26M 1.21%
+55,420
28
$1.2M 1.16%
+7,313
29
$1.16M 1.11%
+4,658
30
$1.11M 1.07%
+24,665
31
$1.1M 1.06%
+24,643
32
$1.09M 1.05%
+29,475
33
$1.08M 1.04%
+10,925
34
$1.07M 1.03%
+6,857
35
$1.06M 1.02%
+9,850
36
$1.05M 1.01%
+48,170
37
$1.05M 1.01%
+57,060
38
$1.04M 1%
+17,065
39
$1.02M 0.99%
+22,065
40
$964K 0.93%
+18,140
41
$960K 0.92%
+20,310
42
$950K 0.91%
+48,086
43
$950K 0.91%
+10,834
44
$894K 0.86%
+17,477
45
$877K 0.84%
+77,773
46
$854K 0.82%
+10,939
47
$826K 0.8%
+8,430
48
$799K 0.77%
+85,931
49
$794K 0.76%
+5,655
50
$787K 0.76%
+11,364
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