HPM

Hudson Portfolio Management Portfolio holdings

AUM $113M
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.15M
3
+$874K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$647K
5
QDEL icon
QuidelOrtho
QDEL
+$599K

Top Sells

1
+$884K
2
+$826K
3
+$654K
4
SLM icon
SLM Corp
SLM
+$469K
5
SNX icon
TD Synnex
SNX
+$356K

Sector Composition

1 Technology 15.13%
2 Communication Services 14.23%
3 Healthcare 13.66%
4 Financials 11.22%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$750K 0.69%
5,710
52
$734K 0.67%
10,603
-336
53
$719K 0.66%
13,683
54
$680K 0.62%
11,928
-250
55
$680K 0.62%
7,515
56
$679K 0.62%
44,590
57
$653K 0.6%
26,805
58
$647K 0.59%
+21,140
59
$642K 0.59%
3,580
-60
60
$624K 0.57%
12,605
-100
61
$611K 0.56%
2,666
+840
62
$599K 0.55%
+4,680
63
$584K 0.54%
5,230
-1,450
64
$554K 0.51%
30,440
+4,475
65
$550K 0.51%
14,180
-500
66
$547K 0.5%
11,750
-75
67
$492K 0.45%
2,757
+137
68
$489K 0.45%
22,175
69
$475K 0.44%
6,330
-75
70
$459K 0.42%
1,297
71
$458K 0.42%
5,465
72
$428K 0.39%
6,865
73
$425K 0.39%
18,630
74
$425K 0.39%
18,275
-2,025
75
$424K 0.39%
8,534
1 2
3
4 5