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HPM

Hudson Portfolio Management Portfolio holdings

AUM $119M
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$5.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$816K
3
+$521K
4
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$361K
5
NVO
Novo Nordisk
NVO
+$317K

Top Sells

1
+$671K
2
+$620K
3
+$487K
4
PRGO icon
Perrigo
PRGO
+$396K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$309K

Sector Composition

1 Healthcare 14.45%
2 Technology 13.05%
3 Financials 12.79%
4 Communication Services 11.51%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$708K 0.63%
8,680
-20
52
$698K 0.62%
5,495
53
$688K 0.61%
10,259
-225
54
$680K 0.6%
12,730
+450
55
$661K 0.59%
2,731
-230
56
$658K 0.58%
5,506
-1,850
57
$644K 0.57%
4,101
58
$616K 0.55%
3,445
-130
59
$599K 0.53%
11,016
-325
60
$599K 0.53%
26,110
61
$590K 0.52%
2,689
-20
62
$580K 0.51%
5,207
+440
63
$567K 0.5%
2,174
64
$556K 0.49%
2,720
-20
65
$552K 0.49%
8,167
66
$535K 0.47%
50,781
-700
67
$534K 0.47%
4,050
-50
68
$532K 0.47%
23,909
-16,215
69
$530K 0.47%
11,225
-300
70
$503K 0.45%
7,505
+1,175
71
$490K 0.43%
25,290
+1,425
72
$486K 0.43%
4,400
-1,950
73
$463K 0.41%
4,971
-50
74
$451K 0.4%
1,617
75
$450K 0.4%
8,320
-100
1 2
3
4 5