HPM

Hudson Portfolio Management Portfolio holdings

AUM $113M
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.15M
3
+$874K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$647K
5
QDEL icon
QuidelOrtho
QDEL
+$599K

Top Sells

1
+$884K
2
+$826K
3
+$654K
4
SLM icon
SLM Corp
SLM
+$469K
5
SNX icon
TD Synnex
SNX
+$356K

Sector Composition

1 Technology 15.13%
2 Communication Services 14.23%
3 Healthcare 13.66%
4 Financials 11.22%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 1.28%
20,562
+1,810
27
$1.32M 1.21%
29,085
28
$1.31M 1.2%
57,770
+2,350
29
$1.3M 1.19%
10,925
30
$1.29M 1.18%
28,305
-100
31
$1.25M 1.15%
29,475
32
$1.23M 1.13%
24,665
33
$1.22M 1.12%
24,563
-80
34
$1.2M 1.11%
7,313
35
$1.2M 1.11%
18,015
-125
36
$1.2M 1.1%
48,170
37
$1.15M 1.06%
+46,930
38
$1.14M 1.04%
6,494
-363
39
$1.11M 1.02%
4,563
-95
40
$1.11M 1.02%
16,990
-75
41
$1.07M 0.98%
10,784
-50
42
$1.04M 0.96%
20,310
43
$1.01M 0.93%
17,424
-53
44
$972K 0.89%
56,760
-300
45
$960K 0.88%
47,486
-600
46
$940K 0.86%
77,191
-582
47
$836K 0.77%
5,655
48
$821K 0.75%
10,265
49
$819K 0.75%
11,211
-153
50
$775K 0.71%
85,931
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