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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$3.77M
3
+$3.56M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.44M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$3.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.77%
2 Communication Services 13.87%
3 Healthcare 11.89%
4 Financials 11.16%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$761K 0.73%
+10,265
52
$755K 0.73%
+5,710
53
$751K 0.72%
+13,683
54
$739K 0.71%
+12,178
55
$729K 0.7%
+6,680
56
$656K 0.63%
+7,515
57
$630K 0.61%
+44,590
58
$608K 0.59%
+3,640
59
$581K 0.56%
+12,705
60
$577K 0.56%
+26,805
61
$558K 0.54%
+12,860
62
$540K 0.52%
+14,680
63
$472K 0.45%
+11,825
64
$469K 0.45%
+26,125
65
$461K 0.44%
+8,534
66
$450K 0.43%
+6,405
67
$446K 0.43%
+22,175
68
$440K 0.42%
+2,620
69
$432K 0.42%
+25,965
70
$424K 0.41%
+5,465
71
$413K 0.4%
+1,297
72
$403K 0.39%
+1,826
73
$402K 0.39%
+1,667
74
$389K 0.37%
+6,413
75
$388K 0.37%
+6,865
1 2
3
4