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
$96.6M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$463K
2
+$445K
3
+$317K
4
FDX icon
FedEx
FDX
+$262K
5
MHK icon
Mohawk Industries
MHK
+$258K

Top Sells

1
+$1.22M
2
+$654K
3
+$440K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$435K
5
T icon
AT&T
T
+$417K

Sector Composition

1 Healthcare 16.3%
2 Technology 13.39%
3 Communication Services 12.09%
4 Financials 11.04%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$651K 0.67%
26,195
-335
52
$644K 0.67%
12,430
-100
53
$634K 0.66%
9,965
-50
54
$631K 0.65%
43,730
-685
55
$623K 0.64%
5,571
-49
56
$605K 0.63%
11,583
-145
57
$595K 0.62%
75,158
-854
58
$558K 0.58%
40,292
+10,602
59
$524K 0.54%
82,847
-1,234
60
$513K 0.53%
13,533
-150
61
$507K 0.52%
32,532
-548
62
$487K 0.5%
6,330
63
$472K 0.49%
2,789
-51
64
$445K 0.46%
+9,156
65
$435K 0.45%
1,652
-15
66
$426K 0.44%
5,575
+875
67
$415K 0.43%
17,215
68
$414K 0.43%
9,950
69
$405K 0.42%
3,680
+700
70
$404K 0.42%
6,805
-3,295
71
$393K 0.41%
46,617
-644
72
$392K 0.41%
4,989
73
$371K 0.38%
1,323
-15
74
$363K 0.38%
6,865
75
$339K 0.35%
5,025
-90
1 2
3
4 5