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
$92.3M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$187K
3
+$109K
4
CVS icon
CVS Health
CVS
+$83K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$66.2K

Top Sells

1
+$496K
2
+$401K
3
+$301K
4
WBA
Walgreens Boots Alliance
WBA
+$280K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$232K

Sector Composition

1 Healthcare 15.9%
2 Technology 14.79%
3 Communication Services 12.17%
4 Financials 11.54%
5 Consumer Discretionary 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$577K 0.63%
367
-2
52
$562K 0.61%
33,491
-2,600
53
$559K 0.61%
14,500
54
$558K 0.6%
3,600
-150
55
$557K 0.6%
2,535
-83
56
$536K 0.58%
5,374
+663
57
$534K 0.58%
5,565
-60
58
$527K 0.57%
14,586
-1,740
59
$523K 0.57%
4,644
+50
60
$503K 0.55%
6,135
-175
61
$494K 0.54%
2,462
-18
62
$489K 0.53%
1,632
63
$481K 0.52%
12,296
-84
64
$445K 0.48%
2,929
-61
65
$432K 0.47%
2,831
-170
66
$429K 0.46%
4,929
-21
67
$429K 0.46%
6,655
-110
68
$424K 0.46%
8,910
-235
69
$424K 0.46%
55,831
-2,000
70
$423K 0.46%
+4,895
71
$412K 0.45%
6,704
+3,045
72
$411K 0.45%
7,435
-350
73
$388K 0.42%
4,635
-196
74
$380K 0.41%
5,025
75
$357K 0.39%
5,100
-4,305
1 2
3
4 5