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
+$225K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$782K
3
+$729K
4
QSR icon
Restaurant Brands International
QSR
+$452K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$401K

Top Sells

1
+$916K
2
+$849K
3
+$800K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$569K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$265K

Sector Composition

1 Healthcare 15.02%
2 Technology 14.3%
3 Communication Services 12.17%
4 Financials 11.32%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 1.29%
28,900
+625
27
$1.43M 1.26%
30,580
+220
28
$1.4M 1.23%
57,470
29
$1.36M 1.2%
27,930
30
$1.28M 1.13%
7,213
-100
31
$1.27M 1.12%
23,363
-200
32
$1.23M 1.09%
47,620
+750
33
$1.22M 1.07%
10,625
34
$1.21M 1.07%
19,672
+580
35
$1.2M 1.06%
67,397
-543
36
$1.18M 1.04%
21,280
+300
37
$1.13M 0.99%
16,990
38
$1.1M 0.97%
10,715
+15
39
$1.1M 0.97%
4,538
40
$1.07M 0.94%
5,655
41
$1.03M 0.91%
23,715
42
$1M 0.89%
53,130
43
$1M 0.88%
20,155
-25
44
$915K 0.81%
5,075
-65
45
$896K 0.79%
15,340
+7,740
46
$889K 0.78%
17,010
+6,205
47
$877K 0.77%
11,073
48
$853K 0.75%
26,530
+150
49
$850K 0.75%
10,015
50
$759K 0.67%
16,456
+150
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