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
$84.6M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$365K
2
+$270K
3
+$264K
4
HLN icon
Haleon
HLN
+$169K
5
MHK icon
Mohawk Industries
MHK
+$154K

Top Sells

1
+$1.44M
2
+$1.21M
3
+$523K
4
WBD icon
Warner Bros
WBD
+$317K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$262K

Sector Composition

1 Healthcare 16.46%
2 Technology 13.43%
3 Financials 11.67%
4 Communication Services 11.39%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 1.4%
7,253
27
$1.16M 1.37%
11,699
-14,530
28
$1.08M 1.27%
3,015
-69
29
$1.07M 1.27%
6,432
+137
30
$1.05M 1.24%
7,845
-350
31
$1.02M 1.21%
27,770
32
$989K 1.17%
4,390
-101
33
$964K 1.14%
16,900
34
$955K 1.13%
13,935
35
$953K 1.13%
45,552
-1,616
36
$943K 1.11%
56,696
+667
37
$933K 1.1%
19,114
-217
38
$918K 1.08%
31,320
+650
39
$906K 1.07%
20,626
-268
40
$807K 0.95%
20,955
41
$762K 0.9%
11,433
-150
42
$752K 0.89%
11,003
-42
43
$737K 0.87%
3,523
44
$728K 0.86%
17,000
45
$716K 0.85%
46,708
-800
46
$670K 0.79%
9,134
-355
47
$658K 0.78%
23,647
+184
48
$654K 0.77%
13,155
49
$654K 0.77%
5,025
50
$628K 0.74%
9,965
1
2
3 4 5