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
$90.4M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$778K
2
+$474K
3
+$293K
4
TSM icon
TSMC
TSM
+$259K
5
DXC icon
DXC Technology
DXC
+$212K

Top Sells

1
+$901K
2
+$710K
3
+$337K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$281K
5
EWI icon
iShares MSCI Italy ETF
EWI
+$245K

Sector Composition

1 Healthcare 18.55%
2 Technology 13.57%
3 Financials 11.42%
4 Communication Services 11.06%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 1.3%
27,770
27
$1.16M 1.28%
33,220
+1,900
28
$1.15M 1.27%
2,998
-17
29
$1.13M 1.25%
6,482
+50
30
$1.12M 1.24%
4,280
-110
31
$1.1M 1.22%
45,552
32
$1.03M 1.13%
56,696
33
$1.01M 1.12%
20,341
-285
34
$1M 1.11%
18,379
-735
35
$980K 1.08%
3,523
36
$972K 1.08%
16,650
-250
37
$954K 1.05%
20,955
38
$931K 1.03%
5,760
-2,085
39
$900K 1%
17,000
40
$879K 0.97%
11,433
41
$873K 0.97%
8,851
-2,848
42
$858K 0.95%
46,608
-100
43
$842K 0.93%
11,003
44
$833K 0.92%
26,195
45
$816K 0.9%
16,378
-18,090
46
$813K 0.9%
9,965
47
$778K 0.86%
+22,151
48
$743K 0.82%
13,055
-100
49
$706K 0.78%
9,484
+350
50
$699K 0.77%
74,725
-433
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