HPM
Hudson Portfolio Management Portfolio holdings
AUM
$107M
1-Year Return
15.65%
This Quarter Return
-1.12%
1 Year Return
+15.65%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
-$239K
(-0.22%)
Cap. Flow
+$893K
Cap. Flow
% of AUM
0.82%
Top 10 Holdings %
Top 10 Hldgs %
29.39%
Holding
105
New
10
Increased
16
Reduced
48
Closed
4
Top Buys
Top Sells
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$946K |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$837K |
| 3 |
Infosys
INFY
|
$465K |
| 4 |
GRA
W.R. Grace & Co.
GRA
|
$344K |
| 5 |
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% |
