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
+$225K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$782K
3
+$729K
4
QSR icon
Restaurant Brands International
QSR
+$452K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$401K

Top Sells

1
+$916K
2
+$849K
3
+$800K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$569K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$265K

Sector Composition

1 Healthcare 15.02%
2 Technology 14.3%
3 Communication Services 12.17%
4 Financials 11.32%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$736K 0.65%
44,415
+700
52
$729K 0.64%
+13,280
53
$707K 0.62%
12,530
54
$703K 0.62%
76,012
+420
55
$665K 0.59%
11,728
56
$654K 0.58%
5,815
57
$638K 0.56%
3,558
-22
58
$613K 0.54%
13,683
59
$602K 0.53%
84,081
+400
60
$601K 0.53%
10,100
-4,450
61
$583K 0.51%
2,840
+156
62
$583K 0.51%
5,620
+40
63
$550K 0.48%
33,080
-5,090
64
$540K 0.48%
47,261
+432
65
$540K 0.48%
454
+274
66
$517K 0.46%
6,330
67
$508K 0.45%
17,215
+4,600
68
$498K 0.44%
29,690
+200
69
$485K 0.43%
1,338
+10
70
$468K 0.41%
9,950
71
$459K 0.4%
5,115
-735
72
$445K 0.39%
6,865
73
$431K 0.38%
5,365
74
$430K 0.38%
2,640
+840
75
$428K 0.38%
4,700
+110
1 2
3
4 5