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
$107M
AUM Growth
+$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$212K
2
+$201K
3
+$167K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$158K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$143K

Top Sells

1
+$549K
2
+$386K
3
+$288K
4
SIRI icon
SiriusXM
SIRI
+$286K
5
MCK icon
McKesson
MCK
+$246K

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
CAH icon
51
Cardinal Health
CAH
$37B
$689K 0.64%
4,101
-3,270
INTC icon
52
Intel
INTC
$177B
$671K 0.63%
29,946
-4,916
MXF
53
Mexico Fund
MXF
$274M
$642K 0.6%
36,539
-1,300
IWM icon
54
iShares Russell 2000 ETF
IWM
$69.8B
$639K 0.6%
2,961
-67
UTHR icon
55
United Therapeutics
UTHR
$19.6B
$635K 0.59%
2,210
-35
OMC icon
56
Omnicom Group
OMC
$15B
$626K 0.59%
8,700
CHRW icon
57
C.H. Robinson
CHRW
$15B
$618K 0.58%
6,440
-185
BPOP icon
58
Popular Inc
BPOP
$7.79B
$606K 0.57%
5,495
-200
AMZN icon
59
Amazon
AMZN
$2.27T
$594K 0.56%
2,709
EEM icon
60
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$592K 0.55%
12,280
+200
SNY icon
61
Sanofi
SNY
$123B
$557K 0.52%
11,525
-200
TRP icon
62
TC Energy
TRP
$53.5B
$553K 0.52%
11,341
-275
ITW icon
63
Illinois Tool Works
ITW
$72.4B
$538K 0.5%
2,174
-10
LQD icon
64
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
$523K 0.49%
4,767
+765
WPC icon
65
W.P. Carey
WPC
$14.9B
$509K 0.48%
8,167
VST icon
66
Vistra
VST
$68.6B
$502K 0.47%
2,590
-1,160
CI icon
67
Cigna
CI
$79.6B
$500K 0.47%
1,512
-20
UHS icon
68
Universal Health Services
UHS
$13B
$496K 0.46%
2,740
-40
JOF
69
Japan Smaller Capitalization Fund
JOF
$293M
$496K 0.46%
51,481
-1,500
CTSH icon
70
Cognizant
CTSH
$32.2B
$494K 0.46%
6,330
+725
PLAB icon
71
Photronics
PLAB
$1.35B
$492K 0.46%
26,110
LCII icon
72
LCI Industries
LCII
$2.12B
$458K 0.43%
5,021
-80
SLYG icon
73
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.55B
$445K 0.42%
5,015
-280
JAZZ icon
74
Jazz Pharmaceuticals
JAZZ
$8.26B
$435K 0.41%
4,100
-55
XLF icon
75
Financial Select Sector SPDR Fund
XLF
$53.8B
$434K 0.41%
8,289
+275
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3
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