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
$87.8M
AUM Growth
-$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$214K
3
+$211K
4
WRK
WestRock Company
WRK
+$207K
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$151K

Top Sells

1
+$1.94M
2
+$690K
3
+$578K
4
CBOE icon
Cboe Global Markets
CBOE
+$421K
5
QDEL icon
QuidelOrtho
QDEL
+$352K

Sector Composition

1 Healthcare 16.38%
2 Technology 13.63%
3 Communication Services 12.14%
4 Financials 10.93%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$574K 0.65%
10,830
52
$560K 0.64%
27,710
53
$559K 0.64%
9,405
-9,730
54
$559K 0.64%
3,750
55
$542K 0.62%
36,091
-10,517
56
$513K 0.58%
5,625
57
$481K 0.55%
14,500
+3,480
58
$472K 0.54%
4,711
+10
59
$468K 0.53%
369
60
$467K 0.53%
1,632
61
$439K 0.5%
4,594
62
$438K 0.5%
2,480
-35
63
$426K 0.48%
12,380
64
$411K 0.47%
57,831
65
$408K 0.46%
9,145
+1,045
66
$401K 0.46%
6,755
+600
67
$398K 0.45%
6,310
68
$382K 0.44%
6,765
-50
69
$382K 0.43%
4,950
-1,365
70
$380K 0.43%
2,990
-30
71
$377K 0.43%
3,001
72
$354K 0.4%
4,831
-40
73
$353K 0.4%
43,155
-430
74
$340K 0.39%
5,025
75
$339K 0.39%
5,325
1 2
3
4 5