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
-$239K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$810K
2
+$650K
3
+$592K
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$498K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$461K

Top Sells

1
+$946K
2
+$837K
3
+$465K
4
GRA
W.R. Grace & Co.
GRA
+$344K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$311K

Sector Composition

1 Technology 15.92%
2 Healthcare 14.05%
3 Communication Services 13.88%
4 Financials 11.01%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 1.32%
20,452
-110
27
$1.4M 1.29%
57,570
-200
28
$1.39M 1.28%
68,072
29
$1.39M 1.28%
28,965
-120
30
$1.34M 1.24%
10,845
-80
31
$1.24M 1.14%
28,505
-970
32
$1.22M 1.12%
23,915
-750
33
$1.19M 1.09%
28,305
34
$1.18M 1.09%
7,313
35
$1.17M 1.08%
24,563
36
$1.11M 1.02%
48,020
-150
37
$1.1M 1.02%
10,885
+101
38
$1.05M 0.96%
20,180
-130
39
$1.04M 0.95%
16,990
40
$970K 0.89%
4,563
41
$960K 0.88%
5,405
-1,089
42
$946K 0.87%
76,811
-380
43
$935K 0.86%
47,361
-125
44
$920K 0.85%
17,378
-46
45
$873K 0.8%
56,515
-245
46
$859K 0.79%
5,655
47
$839K 0.77%
18,015
48
$823K 0.76%
5,835
+1,155
49
$810K 0.75%
+5,146
50
$797K 0.73%
11,149
-62
1
2
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