HPM

Hudson Portfolio Management Portfolio holdings

AUM $116M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$204K
2
+$201K
3
+$157K
4
MSFT icon
Microsoft
MSFT
+$146K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$136K

Top Sells

1
+$485K
2
+$385K
3
+$286K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$282K
5
MCK icon
McKesson
MCK
+$237K

Sector Composition

1 Healthcare 14.32%
2 Technology 13.71%
3 Financials 13.21%
4 Communication Services 10.81%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$689K 0.64%
4,101
-3,270
52
$671K 0.63%
29,946
-4,916
53
$642K 0.6%
36,539
-1,300
54
$639K 0.6%
2,961
-67
55
$635K 0.59%
2,210
-35
56
$626K 0.59%
8,700
57
$618K 0.58%
6,440
-185
58
$606K 0.57%
5,495
-200
59
$594K 0.56%
2,709
60
$592K 0.55%
12,280
+200
61
$557K 0.52%
11,525
-200
62
$553K 0.52%
11,341
-275
63
$538K 0.5%
2,174
-10
64
$523K 0.49%
4,767
+765
65
$509K 0.48%
8,167
66
$502K 0.47%
2,590
-1,160
67
$500K 0.47%
1,512
-20
68
$496K 0.46%
2,740
-40
69
$496K 0.46%
51,481
-1,500
70
$494K 0.46%
6,330
+725
71
$492K 0.46%
26,110
72
$458K 0.43%
5,021
-80
73
$445K 0.42%
5,015
-280
74
$435K 0.41%
4,100
-55
75
$434K 0.41%
8,289
+275
1 2
3
4 5