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
$96.6M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$463K
2
+$445K
3
+$317K
4
FDX icon
FedEx
FDX
+$262K
5
MHK icon
Mohawk Industries
MHK
+$258K

Top Sells

1
+$1.22M
2
+$654K
3
+$440K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$435K
5
T icon
AT&T
T
+$417K

Sector Composition

1 Healthcare 16.3%
2 Technology 13.39%
3 Communication Services 12.09%
4 Financials 11.04%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 1.3%
8,195
-2,875
27
$1.25M 1.29%
27,770
-160
28
$1.23M 1.28%
24,570
+9,230
29
$1.21M 1.25%
22,233
-1,130
30
$1.2M 1.25%
30,670
+90
31
$1.19M 1.23%
10,535
-90
32
$1.16M 1.2%
3,084
-240
33
$1.14M 1.18%
13,935
-155
34
$1.09M 1.13%
4,491
-47
35
$1.05M 1.09%
47,168
-452
36
$1.04M 1.07%
16,900
-90
37
$1.02M 1.06%
6,295
+640
38
$1.02M 1.06%
19,331
-341
39
$1.02M 1.05%
20,894
-386
40
$996K 1.03%
47,508
-19,889
41
$939K 0.97%
56,029
+2,899
42
$896K 0.93%
11,045
-28
43
$874K 0.9%
20,955
+800
44
$830K 0.86%
3,523
-35
45
$787K 0.81%
17,000
-10
46
$786K 0.81%
23,463
-252
47
$775K 0.8%
5,025
-50
48
$759K 0.79%
9,489
-1,226
49
$688K 0.71%
13,155
-125
50
$680K 0.7%
16,256
-200
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