We are live on ! Find out more
HPM

Hudson Portfolio Management Portfolio holdings

AUM $119M
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
+1.69%
1 Year Est. Return
+24.19%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
+$2.57M
Cap. Flow
+$2.19M
Cap. Flow %
1.84%
Top 10 Hldgs %
31.6%
Holding
113
New
5
Increased
21
Reduced
28
Closed
2

Top Buys

1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$589K
2
MSFT icon
Microsoft
MSFT
+$407K
3
SON icon
Sonoco
SON
+$402K
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$395K
5
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$395K

Top Sells

1
CHRW icon
C.H. Robinson
CHRW
+$301K
2
KMI icon
Kinder Morgan
KMI
+$276K
3
NVO
Novo Nordisk
NVO
+$276K
4
TSM icon
TSMC
TSM
+$238K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$213K

Sector Composition

1 Healthcare 14.41%
2 Technology 12.74%
3 Financials 11.73%
4 Communication Services 10.94%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDT icon
51
Medtronic
MDT
$107B
$767K 0.65%
8,855
– –
ALLY icon
52
Ally Financial
ALLY
$14.2B
$767K 0.65%
19,539
– –
CAH icon
53
Cardinal Health
CAH
$53.6B
$766K 0.65%
3,626
– –
MXF
54
Mexico Fund
MXF
$312M
$754K 0.64%
36,039
– –
BPOP icon
55
Popular Inc
BPOP
$11.2B
$737K 0.62%
5,495
– –
JAZZ icon
56
Jazz Pharmaceuticals
JAZZ
$15.2B
$728K 0.61%
3,851
-169
-4% -$29.5K
OMC icon
57
Omnicom Group
OMC
$23.9B
$713K 0.6%
9,470
– –
IGIB icon
58
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$697K 0.59%
13,090
– –
TRP icon
59
TC Energy
TRP
$72.7B
$690K 0.58%
11,016
– –
CTSH icon
60
Cognizant
CTSH
$20.9B
$684K 0.58%
11,145
+2,970
+36% +$213K
IWM icon
61
iShares Russell 2000 ETF
IWM
$82.5B
$661K 0.56%
2,665
+25
+0.9% +$6.45K
LQD icon
62
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35.2B
$635K 0.54%
5,827
+240
+4% +$26.5K
MELI icon
63
Mercado Libre
MELI
$93.6B
$626K 0.53%
362
– –
CI icon
64
Cigna
CI
$75.8B
$617K 0.52%
2,312
+370
+19% +$102K
LCII icon
65
LCI Industries
LCII
$2.62B
$607K 0.51%
4,936
– –
ILF icon
66
iShares Latin America 40 ETF
ILF
$3.72B
$603K 0.51%
16,975
+4,365
+35% +$151K
CHRW icon
67
C.H. Robinson
CHRW
$24.1B
$589K 0.5%
3,545
-1,685
-32% -$301K
ITW icon
68
Illinois Tool Works
ITW
$80.9B
$566K 0.48%
2,174
– –
AMZN icon
69
Amazon
AMZN
$2.74T
$560K 0.47%
2,689
– –
JOF
70
Japan Smaller Capitalization Fund
JOF
$325M
$554K 0.47%
50,781
– –
TWN
71
Taiwan Fund
TWN
$512M
$547K 0.46%
8,320
– –
SNY icon
72
Sanofi
SNY
$106B
$541K 0.46%
11,225
– –
WPC icon
73
W.P. Carey
WPC
$16.6B
$535K 0.45%
7,867
– –
UHS icon
74
Universal Health Services
UHS
$9.28B
$487K 0.41%
2,720
– –
AIQ icon
75
Global X Artificial Intelligence & Technology ETF
AIQ
$9.45B
$475K 0.4%
10,176
+4,661
+85% +$234K
1 2
3
4 5

Similar funds

WKSWA
White Knight Strategic Wealth Advisors Princeton, New Jersey $119M AUM 24.94% 1-Year Est. Return
MWM
McCartney Wealth Management Clayton, Missouri $119M AUM
MWML
M Wealth Management LLC San Diego, California $119M AUM 13.28% 1-Year Est. Return
SFGM
Stonebridge Financial Group (Missouri) St. Louis, Missouri $119M AUM
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return
KCWM
Kane Co Wealth Management Johnston, Iowa $119M AUM
TCM
Tao Capital Management San Francisco, California $119M AUM 87.46% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $119M AUM 17.26% 1-Year Est. Return