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
$92.3M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$187K
3
+$109K
4
CVS icon
CVS Health
CVS
+$83K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$66.2K

Top Sells

1
+$496K
2
+$401K
3
+$301K
4
WBA
Walgreens Boots Alliance
WBA
+$280K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$232K

Sector Composition

1 Healthcare 15.9%
2 Technology 14.79%
3 Communication Services 12.17%
4 Financials 11.54%
5 Consumer Discretionary 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 1.28%
22,665
-275
27
$1.16M 1.26%
27,391
-304
28
$1.15M 1.24%
17,904
-315
29
$1.1M 1.19%
8,978
-46
30
$1.08M 1.17%
10,723
-560
31
$1.07M 1.16%
6,841
-177
32
$994K 1.08%
2,091
-214
33
$977K 1.06%
55,396
-1,300
34
$906K 0.98%
4,940
-70
35
$897K 0.97%
16,625
-350
36
$890K 0.96%
5,677
-45
37
$847K 0.92%
27,010
-700
38
$831K 0.9%
12,627
-183
39
$817K 0.89%
14,940
-140
40
$802K 0.87%
21,636
-515
41
$795K 0.86%
22,764
-658
42
$790K 0.86%
10,840
-136
43
$784K 0.85%
41,089
-1,758
44
$775K 0.84%
15,112
-500
45
$772K 0.84%
8,925
-400
46
$676K 0.73%
5,381
-70
47
$670K 0.73%
3,754
-2,776
48
$653K 0.71%
8,671
+180
49
$640K 0.69%
9,882
-948
50
$630K 0.68%
12,675
-100
1
2
3 4 5