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
$84.6M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$365K
2
+$270K
3
+$264K
4
HLN icon
Haleon
HLN
+$169K
5
MHK icon
Mohawk Industries
MHK
+$154K

Top Sells

1
+$1.44M
2
+$1.21M
3
+$523K
4
WBD icon
Warner Bros
WBD
+$317K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$262K

Sector Composition

1 Healthcare 16.46%
2 Technology 13.43%
3 Financials 11.67%
4 Communication Services 11.39%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$595K 0.7%
26,195
52
$568K 0.67%
43,597
-133
53
$560K 0.66%
5,521
-50
54
$515K 0.61%
16,256
55
$509K 0.6%
9,566
+410
56
$500K 0.59%
12,430
57
$493K 0.58%
75,158
58
$485K 0.57%
82,847
59
$469K 0.55%
5,575
60
$458K 0.54%
1,652
61
$455K 0.54%
2,760
-29
62
$454K 0.54%
6,310
-20
63
$424K 0.5%
13,533
64
$378K 0.45%
6,380
-425
65
$376K 0.44%
40,092
-200
66
$375K 0.44%
454
67
$368K 0.43%
32,532
68
$365K 0.43%
+9,625
69
$360K 0.43%
6,590
70
$348K 0.41%
9,950
71
$343K 0.41%
3,762
+1,685
72
$324K 0.38%
46,617
73
$314K 0.37%
6,815
-50
74
$304K 0.36%
2,695
+75
75
$293K 0.35%
5,325
1 2
3
4 5