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
$89.3M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$264K
2
+$222K
3
+$220K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$200K
5
MLCO icon
Melco Resorts & Entertainment
MLCO
+$149K

Top Sells

1
+$1.24M
2
+$699K
3
+$372K
4
TRV icon
Travelers Companies
TRV
+$246K
5
UNVR
Univar Solutions Inc.
UNVR
+$243K

Sector Composition

1 Healthcare 16.77%
2 Technology 13.87%
3 Communication Services 11.67%
4 Financials 10.68%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$606K 0.68%
10,506
+940
52
$604K 0.68%
5,501
-20
53
$595K 0.67%
23,347
-300
54
$586K 0.66%
5,625
55
$585K 0.66%
16,226
56
$579K 0.65%
8,091
+300
57
$506K 0.57%
5,101
-3,750
58
$493K 0.55%
5,535
59
$486K 0.54%
369
-9
60
$482K 0.54%
12,380
-50
61
$467K 0.52%
4,594
62
$459K 0.51%
27,710
+200
63
$440K 0.49%
12,713
-450
64
$434K 0.49%
2,432
-73
65
$417K 0.47%
1,632
66
$400K 0.45%
57,831
-3,066
67
$396K 0.44%
43,585
-150
68
$386K 0.43%
6,565
-25
69
$381K 0.43%
3,001
70
$379K 0.42%
6,815
71
$377K 0.42%
3,762
72
$375K 0.42%
3,390
-1,665
73
$368K 0.41%
6,180
-150
74
$365K 0.41%
5,325
75
$364K 0.41%
9,950
1 2
3
4 5