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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$3.77M
3
+$3.56M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.44M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$3.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.77%
2 Communication Services 13.87%
3 Healthcare 11.89%
4 Financials 11.16%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$369K 0.36%
+18,630
77
$356K 0.34%
+3,105
78
$339K 0.33%
+4,469
79
$337K 0.32%
+5,645
80
$333K 0.32%
+20,300
81
$320K 0.31%
+14,940
82
$308K 0.3%
+2,230
83
$306K 0.29%
+1,980
84
$306K 0.29%
+10,846
85
$288K 0.28%
+6,910
86
$288K 0.28%
+3,340
87
$285K 0.27%
+3,345
88
$285K 0.27%
+6,327
89
$256K 0.25%
+5,087
90
$240K 0.23%
+13,450
91
$229K 0.22%
+16,721
92
$224K 0.22%
+3,090
93
$214K 0.21%
+8,000
94
$213K 0.21%
+9,065
95
$212K 0.2%
+6,962
96
$109K 0.1%
+27,732
97
$76K 0.07%
+18,898
1 2 3
4