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
+$168K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$748K
3
+$633K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$565K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$465K

Top Sells

1
+$571K
2
+$514K
3
+$301K
4
INTC icon
Intel
INTC
+$290K
5
ILF icon
iShares Latin America 40 ETF
ILF
+$226K

Sector Composition

1 Healthcare 14.62%
2 Technology 13.5%
3 Financials 13.13%
4 Communication Services 12.06%
5 Consumer Discretionary 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$707K 0.69%
31,029
-478
52
$696K 0.68%
3,148
+531
53
$694K 0.68%
6,715
-180
54
$633K 0.62%
+5,750
55
$624K 0.61%
367
56
$620K 0.61%
26,310
-400
57
$610K 0.6%
2,779
58
$580K 0.57%
12,025
-325
59
$556K 0.54%
11,941
-205
60
$547K 0.54%
5,815
61
$544K 0.53%
5,261
-30
62
$535K 0.52%
15,830
-795
63
$518K 0.51%
39,272
-1,025
64
$512K 0.5%
4,155
-98
65
$508K 0.5%
2,831
66
$504K 0.49%
10,540
-150
67
$492K 0.48%
5,440
+182
68
$482K 0.47%
6,040
69
$481K 0.47%
4,734
-145
70
$457K 0.45%
8,885
71
$445K 0.44%
8,167
-1,565
72
$441K 0.43%
19,540
+4,900
73
$434K 0.43%
5,640
74
$429K 0.42%
10,260
+5,716
75
$424K 0.42%
3,966
1 2
3
4 5