HPM

Hudson Portfolio Management Portfolio holdings

AUM $116M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$204K
2
+$201K
3
+$157K
4
MSFT icon
Microsoft
MSFT
+$146K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$136K

Top Sells

1
+$485K
2
+$385K
3
+$286K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$282K
5
MCK icon
McKesson
MCK
+$237K

Sector Composition

1 Healthcare 14.32%
2 Technology 13.71%
3 Financials 13.21%
4 Communication Services 10.81%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 1.33%
23,238
-650
27
$1.41M 1.31%
48,765
-1,075
28
$1.4M 1.31%
19,320
-700
29
$1.26M 1.18%
19,042
-100
30
$1.22M 1.14%
13,638
+1,595
31
$1.17M 1.09%
6,730
-225
32
$1.08M 1.01%
37,775
-2,440
33
$1.07M 1%
3,843
-75
34
$1.07M 1%
40,124
-700
35
$1.07M 1%
13,208
-150
36
$1.06M 0.99%
2,136
+336
37
$1.01M 0.94%
6,889
-130
38
$981K 0.92%
5,672
-25
39
$980K 0.92%
6,413
-200
40
$954K 0.89%
365
-2
41
$940K 0.88%
5,455
+230
42
$900K 0.84%
16,890
-5,400
43
$876K 0.82%
7,356
-1,000
44
$851K 0.8%
29,417
-425
45
$822K 0.77%
11,672
-100
46
$804K 0.75%
20,639
-600
47
$793K 0.74%
20,644
-320
48
$779K 0.73%
10,484
-200
49
$764K 0.71%
8,760
+1,090
50
$701K 0.66%
6,350
+1,000
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