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
$116M
AUM Growth
+$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$614K
3
+$549K
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$548K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$338K

Top Sells

1
+$1.37M
2
+$904K
3
+$837K
4
PRGO icon
Perrigo
PRGO
+$532K
5
VST icon
Vistra
VST
+$289K

Sector Composition

1 Healthcare 14.53%
2 Technology 13.04%
3 Financials 12.59%
4 Communication Services 11.78%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAH icon
51
Cardinal Health
CAH
$53.9B
$745K 0.64%
3,626
-475
MELI icon
52
Mercado Libre
MELI
$89.8B
$729K 0.63%
362
T icon
53
AT&T
T
$196B
$727K 0.63%
29,253
MXF
54
Mexico Fund
MXF
$324M
$726K 0.63%
36,039
IGIB icon
55
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
$705K 0.61%
13,090
BPOP icon
56
Popular Inc
BPOP
$9.1B
$684K 0.59%
5,495
JAZZ icon
57
Jazz Pharmaceuticals
JAZZ
$11.7B
$683K 0.59%
4,020
-30
CTSH icon
58
Cognizant
CTSH
$30.6B
$679K 0.58%
8,175
+670
IWM icon
59
iShares Russell 2000 ETF
IWM
$74.8B
$650K 0.56%
2,640
-91
AMZN icon
60
Amazon
AMZN
$2.24T
$621K 0.53%
2,689
LQD icon
61
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.1B
$616K 0.53%
5,587
+380
TRP icon
62
TC Energy
TRP
$67.6B
$606K 0.52%
11,016
LCII icon
63
LCI Industries
LCII
$3.21B
$599K 0.52%
4,936
-35
DLX icon
64
Deluxe
DLX
$1.26B
$594K 0.51%
26,590
+1,300
UHS icon
65
Universal Health Services
UHS
$13B
$593K 0.51%
2,720
PYPL icon
66
PayPal
PYPL
$42.1B
$582K 0.5%
9,975
-284
JOF
67
Japan Smaller Capitalization Fund
JOF
$344M
$563K 0.48%
50,781
JMTG
68
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.58B
$547K 0.47%
+10,715
SNY icon
69
Sanofi
SNY
$116B
$544K 0.47%
11,225
ITW icon
70
Illinois Tool Works
ITW
$84B
$535K 0.46%
2,174
CI icon
71
Cigna
CI
$76.4B
$534K 0.46%
1,942
+530
WPC icon
72
W.P. Carey
WPC
$16.4B
$506K 0.44%
7,867
-300
PBR icon
73
Petrobras
PBR
$111B
$470K 0.4%
39,650
+8,400
TRV icon
74
Travelers Companies
TRV
$67.6B
$469K 0.4%
1,617
BABA icon
75
Alibaba
BABA
$341B
$457K 0.39%
3,120
-325
1 2
3
4 5