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
$113M
AUM Growth
+$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.75M
3
+$776K
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$682K
5
OLN icon
Olin
OLN
+$621K

Top Sells

1
+$796K
2
+$636K
3
+$502K
4
MUR icon
Murphy Oil
MUR
+$453K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$439K

Sector Composition

1 Technology 15.16%
2 Healthcare 14.98%
3 Communication Services 12.21%
4 Financials 11.28%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 1.23%
59,680
+2,200
27
$1.39M 1.22%
10,625
-220
28
$1.38M 1.22%
45,230
+22,290
29
$1.3M 1.15%
23,563
-1,000
30
$1.28M 1.13%
19,092
-1,360
31
$1.26M 1.12%
67,940
-132
32
$1.25M 1.11%
7,313
33
$1.23M 1.09%
27,930
-375
34
$1.23M 1.09%
10,700
-185
35
$1.17M 1.04%
20,180
36
$1.16M 1.02%
2,436
-924
37
$1.15M 1.02%
46,870
-1,150
38
$1.13M 1%
23,715
-200
39
$1.1M 0.97%
20,980
-7,525
40
$1.08M 0.95%
16,990
41
$1.02M 0.9%
4,538
-25
42
$952K 0.84%
5,140
-265
43
$889K 0.79%
11,073
-76
44
$870K 0.77%
14,550
-13,305
45
$869K 0.77%
5,580
-80
46
$853K 0.75%
5,655
47
$849K 0.75%
14,331
-10,730
48
$843K 0.74%
75,592
-1,219
49
$842K 0.74%
53,130
+11,040
50
$784K 0.69%
5,815
-20
1
2
3 4 5