HPM
Hudson Portfolio Management Portfolio holdings
AUM
$107M
1-Year Return
15.65%
This Quarter Return
+5.56%
1 Year Return
+15.65%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$92M
AUM Growth
+$2.7M
(+3%)
Cap. Flow
-$1.3M
Cap. Flow
% of AUM
-1.42%
Top 10 Holdings %
Top 10 Hldgs %
28.22%
Holding
105
New
3
Increased
10
Reduced
32
Closed
2
Top Buys
| 1 |
WPP
WPP
|
$423K |
| 2 |
Lowe's Companies
LOW
|
$226K |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$223K |
| 4 |
TSMC
TSM
|
$99.9K |
| 5 |
Bank of New York Mellon
BK
|
$86.8K |
Top Sells
| 1 |
Apple
AAPL
|
$378K |
| 2 |
Upbound Group
UPBD
|
$276K |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$276K |
| 4 |
McKesson
MCK
|
$266K |
| 5 |
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% |
