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
+$168K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$748K
3
+$633K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$565K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$465K

Top Sells

1
+$571K
2
+$514K
3
+$301K
4
INTC icon
Intel
INTC
+$290K
5
ILF icon
iShares Latin America 40 ETF
ILF
+$226K

Sector Composition

1 Healthcare 14.62%
2 Technology 13.5%
3 Financials 13.13%
4 Communication Services 12.06%
5 Consumer Discretionary 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 1.24%
23,693
-670
27
$1.25M 1.23%
19,242
-1,516
28
$1.25M 1.23%
10,563
-100
29
$1.24M 1.22%
27,648
-905
30
$1.24M 1.21%
20,395
-250
31
$1.16M 1.14%
22,590
+10,960
32
$1.13M 1.11%
9,801
+4,025
33
$1.11M 1.09%
6,955
-605
34
$1.05M 1.03%
4,028
-30
35
$1.04M 1.02%
40,264
+11,424
36
$971K 0.95%
6,713
-100
37
$922K 0.9%
4,740
-90
38
$920K 0.9%
10,784
-100
39
$869K 0.85%
5,502
-175
40
$828K 0.81%
7,154
-60
41
$826K 0.81%
15,978
+4,410
42
$815K 0.8%
40,663
-14,485
43
$802K 0.79%
2,273
-262
44
$782K 0.77%
5,670
-4,145
45
$781K 0.77%
21,689
-140
46
$760K 0.75%
10,055
+1,185
47
$755K 0.74%
12,050
-200
48
$749K 0.73%
8,700
49
$748K 0.73%
+10,600
50
$714K 0.7%
21,124
-352
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