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
$119M
AUM Growth
+$2.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$589K
2
+$407K
3
+$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
+$301K
2
+$276K
3
+$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
$95.7B
$767K 0.65%
8,855
ALLY icon
52
Ally Financial
ALLY
$13B
$767K 0.65%
19,539
CAH icon
53
Cardinal Health
CAH
$45.8B
$766K 0.65%
3,626
MXF
54
Mexico Fund
MXF
$320M
$754K 0.64%
36,039
BPOP icon
55
Popular Inc
BPOP
$9.53B
$737K 0.62%
5,495
JAZZ icon
56
Jazz Pharmaceuticals
JAZZ
$14.7B
$728K 0.61%
3,851
-169
OMC icon
57
Omnicom Group
OMC
$21.1B
$713K 0.6%
9,470
IGIB icon
58
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18B
$697K 0.59%
13,090
TRP icon
59
TC Energy
TRP
$69.4B
$690K 0.58%
11,016
CTSH icon
60
Cognizant
CTSH
$26.2B
$684K 0.58%
11,145
+2,970
IWM icon
61
iShares Russell 2000 ETF
IWM
$78.8B
$661K 0.56%
2,665
+25
LQD icon
62
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$635K 0.54%
5,827
+240
MELI icon
63
Mercado Libre
MELI
$86.7B
$626K 0.53%
362
CI icon
64
Cigna
CI
$72.9B
$617K 0.52%
2,312
+370
LCII icon
65
LCI Industries
LCII
$2.6B
$607K 0.51%
4,936
ILF icon
66
iShares Latin America 40 ETF
ILF
$4.39B
$603K 0.51%
16,975
+4,365
CHRW icon
67
C.H. Robinson
CHRW
$21.1B
$589K 0.5%
3,545
-1,685
ITW icon
68
Illinois Tool Works
ITW
$70.4B
$566K 0.48%
2,174
AMZN icon
69
Amazon
AMZN
$2.84T
$560K 0.47%
2,689
JOF
70
Japan Smaller Capitalization Fund
JOF
$335M
$554K 0.47%
50,781
TWN
71
Taiwan Fund
TWN
$578M
$547K 0.46%
8,320
SNY icon
72
Sanofi
SNY
$104B
$541K 0.46%
11,225
WPC icon
73
W.P. Carey
WPC
$16.3B
$535K 0.45%
7,867
UHS icon
74
Universal Health Services
UHS
$8.71B
$487K 0.41%
2,720
AIQ icon
75
Global X Artificial Intelligence & Technology ETF
AIQ
$11B
$475K 0.4%
10,176
+4,661
1 2
3
4 5