HPM

Hudson Portfolio Management Portfolio holdings

AUM $107M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.2M
3
+$3.15M
4
MCK icon
McKesson
MCK
+$3.07M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.03M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.63%
2 Technology 14.37%
3 Financials 13.45%
4 Communication Services 11.72%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 1.37%
+20,645
27
$1.31M 1.28%
+4,058
28
$1.29M 1.27%
+55,148
29
$1.24M 1.22%
+2,166
30
$1.22M 1.2%
+55,096
31
$1.18M 1.16%
+10,663
32
$1.16M 1.14%
+9,815
33
$1.15M 1.13%
+7,560
34
$1.1M 1.08%
+6,813
35
$939K 0.92%
+5,677
36
$908K 0.89%
+2,535
37
$899K 0.88%
+8,700
38
$878K 0.86%
+21,476
39
$874K 0.86%
+7,214
40
$862K 0.85%
+4,830
41
$849K 0.83%
+10,884
42
$808K 0.79%
+12,250
43
$798K 0.78%
+16,625
44
$777K 0.76%
+21,829
45
$761K 0.75%
+6,895
46
$756K 0.74%
+28,840
47
$753K 0.74%
+367
48
$742K 0.73%
+8,870
49
$712K 0.7%
+12,350
50
$693K 0.68%
+31,507
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