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
$92M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$226K
3
+$223K
4
TSM icon
TSMC
TSM
+$99.9K
5
BK icon
Bank of New York Mellon
BK
+$86.8K

Top Sells

1
+$378K
2
+$276K
3
+$276K
4
MCK icon
McKesson
MCK
+$266K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$137K

Sector Composition

1 Healthcare 16.51%
2 Technology 14.07%
3 Communication Services 12%
4 Financials 10.42%
5 Consumer Discretionary 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$690K 0.75%
15,235
-1,415
52
$689K 0.75%
12,775
+100
53
$631K 0.69%
23,347
54
$599K 0.65%
8,266
+175
55
$557K 0.61%
5,625
56
$524K 0.57%
6,315
-250
57
$516K 0.56%
16,226
58
$505K 0.55%
3,750
-950
59
$500K 0.54%
12,380
60
$473K 0.51%
3,001
61
$471K 0.51%
2,515
+83
62
$469K 0.51%
4,701
-400
63
$469K 0.51%
4,594
64
$458K 0.5%
1,632
65
$437K 0.48%
369
66
$431K 0.47%
3,230
-15
67
$423K 0.46%
+8,100
68
$416K 0.45%
57,831
69
$394K 0.43%
3,020
70
$391K 0.43%
43,585
71
$389K 0.42%
6,815
72
$382K 0.42%
6,310
73
$375K 0.41%
4,871
+5
74
$366K 0.4%
6,155
-25
75
$362K 0.39%
12,713
1 2
3
4 5