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
-$239K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$810K
2
+$650K
3
+$592K
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$498K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$461K

Top Sells

1
+$946K
2
+$837K
3
+$465K
4
GRA
W.R. Grace & Co.
GRA
+$344K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$311K

Sector Composition

1 Technology 15.92%
2 Healthcare 14.05%
3 Communication Services 13.88%
4 Financials 11.01%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$774K 0.71%
85,581
-350
52
$762K 0.7%
5,660
-50
53
$736K 0.68%
10,165
-100
54
$712K 0.66%
9,598
-1,005
55
$704K 0.65%
42,090
+11,650
56
$703K 0.65%
22,940
+1,800
57
$662K 0.61%
44,590
58
$660K 0.61%
3,580
59
$650K 0.6%
+29,690
60
$643K 0.59%
13,683
61
$634K 0.58%
26,655
-150
62
$627K 0.58%
14,180
63
$613K 0.56%
2,804
+138
64
$602K 0.55%
12,530
-75
65
$592K 0.55%
+1,164
66
$589K 0.54%
11,928
67
$582K 0.54%
11,750
68
$506K 0.47%
4,590
-640
69
$502K 0.46%
11,819
+3,285
70
$498K 0.46%
+9,095
71
$491K 0.45%
6,330
72
$479K 0.44%
2,672
-85
73
$464K 0.43%
1,297
74
$461K 0.42%
+4,372
75
$460K 0.42%
6,865
1 2
3
4 5