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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
+1.69%
1 Year Est. Return
+24.19%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
+$2.57M
Cap. Flow
+$2.19M
Cap. Flow %
1.84%
Top 10 Hldgs %
31.6%
Holding
113
New
5
Increased
21
Reduced
28
Closed
2

Top Buys

1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$589K
2
MSFT icon
Microsoft
MSFT
+$407K
3
SON icon
Sonoco
SON
+$402K
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$395K
5
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$395K

Top Sells

1
CHRW icon
C.H. Robinson
CHRW
+$301K
2
KMI icon
Kinder Morgan
KMI
+$276K
3
NVO
Novo Nordisk
NVO
+$276K
4
TSM icon
TSMC
TSM
+$238K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$213K

Sector Composition

1 Healthcare 14.41%
2 Technology 12.74%
3 Financials 11.73%
4 Communication Services 10.94%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRV icon
76
Travelers Companies
TRV
$70.9B
$472K 0.4%
1,617
– –
VOD icon
77
Vodafone
VOD
$35.9B
$433K 0.37%
28,857
– –
SON icon
78
Sonoco
SON
$5.52B
$422K 0.36%
+7,805
New +$402K
OLN icon
79
Olin
OLN
$2.5B
$414K 0.35%
13,930
– –
XLF icon
80
State Street Financial Select Sector SPDR ETF
XLF
$55B
$404K 0.34%
8,189
– –
EWI icon
81
iShares MSCI Italy ETF
EWI
$903M
$390K 0.33%
7,300
– –
QQQ icon
82
Invesco QQQ Trust
QQQ
$472B
$383K 0.32%
664
– –
FAF icon
83
First American
FAF
$7.31B
$383K 0.32%
6,350
-2
-0% -$128
TLTD icon
84
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$656M
$382K 0.32%
+4,067
New +$395K
FDX icon
85
FedEx
FDX
$75.8B
$360K 0.3%
1,010
– –
MRK icon
86
Merck
MRK
$314B
$356K 0.3%
2,961
– –
AB icon
87
AllianceBernstein
AB
$3.58B
$354K 0.3%
9,450
– –
LMT icon
88
Lockheed Martin
LMT
$118B
$353K 0.3%
584
– –
ABBV icon
89
AbbVie
ABBV
$447B
$339K 0.29%
1,560
– –
QRVO icon
90
Qorvo
QRVO
$7.32B
$336K 0.28%
4,344
– –
GF
91
New Germany Fund
GF
$186M
$334K 0.28%
32,690
– –
PYPL icon
92
PayPal
PYPL
$50.1B
$322K 0.27%
7,125
-2,850
-29% -$138K
BABA icon
93
Alibaba
BABA
$282B
$309K 0.26%
2,460
-660
-21% -$99.2K
RIO icon
94
Rio Tinto
RIO
$147B
$306K 0.26%
3,285
-1,015
-24% -$92.5K
CHDN icon
95
Churchill Downs
CHDN
$6.03B
$304K 0.26%
+3,380
New +$321K
EEFT icon
96
Euronet Worldwide
EEFT
$3.09B
$296K 0.25%
4,455
– –
GOOGL icon
97
Alphabet (Google) Class A
GOOGL
$4.33T
$276K 0.23%
960
– –
MDYG icon
98
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.8B
$244K 0.21%
2,539
-7
-0.3% -$686
MTB icon
99
M&T Bank
MTB
$36.8B
$243K 0.2%
1,176
– –
NTAP icon
100
NetApp
NTAP
$31.2B
$240K 0.2%
+2,345
New +$238K
1 2 3
4
5

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