HPM
Hudson Portfolio Management Portfolio holdings
AUM $104M
AUM
$104M
AUM Growth
+$2.16M (+2%)
Cap. Flow
+$1.81M
Cap. Flow % of AUM
1.73%
Top 10 Holdings %Top 10 Hldgs %
28.08%
Holding
115
New
2
Increased
22
Reduced
74
Closed
2
Top Buys
| 1 | $771K | |
| 2 | $767K | |
| 3 | $542K | |
| 4 | $466K | |
| 5 | $439K |
Top Sells
| 1 | $440K | |
| 2 | $342K | |
| 3 | $225K | |
| 4 | $171K | |
| 5 | $135K |
Sector Composition
| 1 | Healthcare | 15.71% |
| 2 | Financials | 13.41% |
| 3 | Technology | 12.07% |
| 4 | Communication Services | 11.12% |
| 5 | Consumer Discretionary | 6.9% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $692K | 0.66% | 2,245 -28 | -1% | -$8.63K | |||
| $689K | 0.66% | 7,670 +1,630 | +27% | +$146K | |||
| $678K | 0.65% | 6,625 -90 | -1% | -$9.22K | |||
| $676K | 0.65% | 1,800 +1,242 | +223% | +$466K | |||
| $650K | 0.62% | 11,725 -300 | -2% | -$16.6K | |||
| $604K | 0.58% | 3,028 -120 | -4% | -$23.9K | |||
| $591K | 0.57% | 5,350 -400 | -7% | -$44.2K | |||
| $548K | 0.53% | 11,616 -325 | -3% | -$15.3K | |||
| $542K | 0.52% | 26,110 -200 | -0.8% | -$4.15K | |||
| $542K | 0.52% | 2,184 | New | +$542K | |||
| $538K | 0.52% | 37,839 -1,433 | -4% | -$20.4K | |||
| $528K | 0.51% | 12,080 +1,820 | +18% | +$79.5K | |||
| $526K | 0.51% | 5,695 -120 | -2% | -$11.1K | |||
| $522K | 0.5% | 2,780 -51 | -2% | -$9.58K | |||
| $516K | 0.5% | 4,155 | – | – | |||
| $515K | 0.49% | 8,167 | – | – | |||
| $515K | 0.49% | 2,709 -70 | -3% | -$13.3K | |||
| $504K | 0.48% | 1,532 | – | – | |||
| $473K | 0.45% | 3,575 | – | – | |||
| $446K | 0.43% | 5,101 -160 | -3% | -$14K | |||
| $445K | 0.43% | 52,981 -1,150 | -2% | -$9.65K | |||
| $440K | 0.42% | 3,750 -1,920 | -34% | -$225K | |||
| $439K | 0.42% | 5,295 -145 | -3% | -$12K | |||
| $439K | 0.42% | 4,110 | New | +$439K | |||
| $435K | 0.42% | 4,002 +36 | +0.9% | +$3.91K |
