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
$90.4M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$778K
2
+$474K
3
+$293K
4
TSM icon
TSMC
TSM
+$259K
5
DXC icon
DXC Technology
DXC
+$212K

Top Sells

1
+$901K
2
+$710K
3
+$337K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$281K
5
EWI icon
iShares MSCI Italy ETF
EWI
+$245K

Sector Composition

1 Healthcare 18.55%
2 Technology 13.57%
3 Financials 11.42%
4 Communication Services 11.06%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$686K 0.76%
5,025
52
$643K 0.71%
43,597
53
$616K 0.68%
12,725
+3,100
54
$578K 0.64%
23,647
55
$562K 0.62%
16,226
-30
56
$558K 0.62%
5,625
+50
57
$556K 0.61%
5,055
+2,665
58
$541K 0.6%
1,632
-20
59
$511K 0.57%
7,791
+3,045
60
$510K 0.56%
5,521
61
$504K 0.56%
9,566
62
$502K 0.56%
6,675
-9,430
63
$495K 0.55%
12,430
64
$492K 0.54%
13,163
-370
65
$474K 0.52%
+5,535
66
$463K 0.51%
27,510
+8,990
67
$437K 0.48%
2,505
-255
68
$423K 0.47%
3,001
69
$418K 0.46%
6,310
70
$416K 0.46%
4,594
+1,470
71
$395K 0.44%
60,897
-21,950
72
$385K 0.43%
3,762
73
$379K 0.42%
5,325
74
$376K 0.42%
6,330
-50
75
$359K 0.4%
4,971
+1,046
1 2
3
4 5