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HPM

Hudson Portfolio Management Portfolio holdings

AUM $119M
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$5.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$816K
3
+$521K
4
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$361K
5
NVO
Novo Nordisk
NVO
+$317K

Top Sells

1
+$671K
2
+$620K
3
+$487K
4
PRGO icon
Perrigo
PRGO
+$396K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$309K

Sector Composition

1 Healthcare 14.45%
2 Technology 13.05%
3 Financials 12.79%
4 Communication Services 11.51%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 1.3%
19,065
-255
27
$1.38M 1.22%
43,964
+2,654
28
$1.38M 1.22%
44,560
-20,125
29
$1.37M 1.21%
22,938
-300
30
$1.35M 1.2%
14,499
+861
31
$1.26M 1.12%
6,435
-295
32
$1.21M 1.08%
18,942
-100
33
$1.18M 1.05%
6,363
-50
34
$1.1M 0.98%
2,131
-5
35
$1.09M 0.97%
36,455
-1,320
36
$1.07M 0.95%
3,793
-50
37
$1.06M 0.94%
6,344
-545
38
$1.03M 0.92%
5,405
-50
39
$1.02M 0.91%
5,177
-495
40
$918K 0.81%
2,190
-20
41
$882K 0.78%
20,437
-207
42
$846K 0.75%
362
-3
43
$839K 0.74%
6,340
-100
44
$837K 0.74%
+4,217
45
$834K 0.74%
8,760
46
$826K 0.73%
29,253
-164
47
$821K 0.73%
11,472
-200
48
$768K 0.68%
19,589
-1,050
49
$710K 0.63%
36,039
-500
50
$708K 0.63%
13,090
-3,800
1
2
3 4 5