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
$89.3M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$264K
2
+$222K
3
+$220K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$200K
5
MLCO icon
Melco Resorts & Entertainment
MLCO
+$149K

Top Sells

1
+$1.24M
2
+$699K
3
+$372K
4
TRV icon
Travelers Companies
TRV
+$246K
5
UNVR
Univar Solutions Inc.
UNVR
+$243K

Sector Composition

1 Healthcare 16.77%
2 Technology 13.87%
3 Communication Services 11.67%
4 Financials 10.68%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 1.25%
7,223
-20
27
$1.12M 1.25%
2,734
-264
28
$1.11M 1.25%
6,452
-30
29
$1.08M 1.21%
27,695
-75
30
$1.08M 1.2%
18,329
-50
31
$1.04M 1.16%
19,591
-750
32
$1.01M 1.13%
4,190
-90
33
$993K 1.11%
56,696
34
$952K 1.07%
20,955
35
$945K 1.06%
17,035
+35
36
$905K 1.01%
9,595
-370
37
$897K 1%
46,608
38
$880K 0.99%
9,484
39
$852K 0.95%
11,283
-150
40
$822K 0.92%
10,830
-173
41
$800K 0.9%
15,820
-558
42
$788K 0.88%
22,151
43
$779K 0.87%
3,478
-45
44
$749K 0.84%
4,700
-1,060
45
$743K 0.83%
12,915
-140
46
$739K 0.83%
43,397
-200
47
$710K 0.8%
5,012
-13
48
$690K 0.77%
12,675
-50
49
$675K 0.76%
19,265
-6,930
50
$661K 0.74%
16,650
1
2
3 4 5