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
$113M
AUM Growth
+$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.75M
3
+$776K
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$682K
5
OLN icon
Olin
OLN
+$621K

Top Sells

1
+$796K
2
+$636K
3
+$502K
4
MUR icon
Murphy Oil
MUR
+$453K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$439K

Sector Composition

1 Technology 15.16%
2 Healthcare 14.98%
3 Communication Services 12.21%
4 Financials 11.28%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$773K 0.68%
3,580
52
$766K 0.68%
16,306
-1,072
53
$747K 0.66%
26,380
-275
54
$733K 0.65%
10,015
-150
55
$713K 0.63%
13,683
56
$693K 0.61%
29,490
-200
57
$693K 0.61%
46,829
-532
58
$688K 0.61%
43,715
-875
59
$658K 0.58%
83,681
-1,900
60
$621K 0.55%
+10,805
61
$603K 0.53%
11,728
-200
62
$597K 0.53%
2,684
-120
63
$583K 0.52%
12,530
64
$569K 0.5%
13,130
-1,050
65
$569K 0.5%
38,170
-18,345
66
$537K 0.47%
6,865
67
$536K 0.47%
4,590
68
$532K 0.47%
1,403
+239
69
$528K 0.47%
1,328
+31
70
$519K 0.46%
5,850
-3,748
71
$519K 0.46%
6,330
72
$485K 0.43%
9,950
-1,800
73
$461K 0.41%
7,600
+2,020
74
$451K 0.4%
2,207
-465
75
$428K 0.38%
18,480
1 2
3
4 5