HPM

Hudson Portfolio Management Portfolio holdings

AUM $107M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.2M
3
+$3.15M
4
MCK icon
McKesson
MCK
+$3.07M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.03M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.63%
2 Technology 14.37%
3 Financials 13.45%
4 Communication Services 11.72%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$691K 0.68%
+5,776
52
$661K 0.65%
+26,710
53
$649K 0.64%
+6,449
54
$648K 0.64%
+2,831
55
$638K 0.63%
+5,291
56
$625K 0.61%
+11,630
57
$621K 0.61%
+10,690
58
$609K 0.6%
+11,568
59
$608K 0.6%
+40,297
60
$606K 0.6%
+9,732
61
$583K 0.57%
+5,815
62
$578K 0.57%
+2,617
63
$578K 0.57%
+12,146
64
$552K 0.54%
+1,592
65
$544K 0.53%
+6,040
66
$518K 0.51%
+2,779
67
$490K 0.48%
+5,258
68
$481K 0.47%
+9,840
69
$480K 0.47%
+4,644
70
$474K 0.47%
+4,253
71
$461K 0.45%
+2,335
72
$455K 0.45%
+8,885
73
$451K 0.44%
+4,621
74
$448K 0.44%
+3,966
75
$448K 0.44%
+54,131
1 2
3
4 5