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
$87.8M
AUM Growth
-$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$214K
3
+$211K
4
WRK
WestRock Company
WRK
+$207K
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$151K

Top Sells

1
+$1.94M
2
+$690K
3
+$578K
4
CBOE icon
Cboe Global Markets
CBOE
+$421K
5
QDEL icon
QuidelOrtho
QDEL
+$352K

Sector Composition

1 Healthcare 16.38%
2 Technology 13.63%
3 Communication Services 12.14%
4 Financials 10.93%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 1.25%
18,219
+90
27
$1.09M 1.24%
7,018
-190
28
$1.09M 1.24%
27,695
29
$1.02M 1.16%
6,530
-2,698
30
$985K 1.12%
2,305
-259
31
$980K 1.12%
11,283
32
$978K 1.11%
22,940
+35
33
$947K 1.08%
9,024
-355
34
$940K 1.07%
56,696
35
$901K 1.03%
5,010
-2
36
$848K 0.97%
16,975
-60
37
$825K 0.94%
12,810
-105
38
$820K 0.93%
5,722
-455
39
$803K 0.91%
22,151
40
$778K 0.89%
15,612
-208
41
$706K 0.8%
42,847
-550
42
$695K 0.79%
9,325
-30
43
$685K 0.78%
12,775
44
$682K 0.78%
15,080
-155
45
$653K 0.74%
10,976
+450
46
$640K 0.73%
5,451
-50
47
$625K 0.71%
23,422
+75
48
$591K 0.67%
2,618
-860
49
$585K 0.67%
8,491
+225
50
$579K 0.66%
16,326
+100
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2
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