HPM

Hudson Portfolio Management Portfolio holdings

AUM $113M
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$239K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$810K
2
+$650K
3
+$592K
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$498K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$461K

Top Sells

1
+$946K
2
+$837K
3
+$465K
4
GRA
W.R. Grace & Co.
GRA
+$344K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$311K

Sector Composition

1 Technology 15.92%
2 Healthcare 14.05%
3 Communication Services 13.88%
4 Financials 11.01%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$453K 0.42%
18,150
-125
77
$417K 0.38%
18,480
-150
78
$410K 0.38%
4,305
-3,210
79
$381K 0.35%
10,846
80
$379K 0.35%
4,861
+242
81
$378K 0.35%
9,568
+560
82
$370K 0.34%
21,975
-200
83
$365K 0.34%
5,465
84
$342K 0.32%
14,820
-120
85
$341K 0.31%
+5,580
86
$333K 0.31%
1,667
87
$326K 0.3%
12,860
88
$295K 0.27%
1,800
-20
89
$291K 0.27%
3,345
90
$290K 0.27%
+6,090
91
$241K 0.22%
2,025
-825
92
$232K 0.21%
1,785
93
$230K 0.21%
6,288
-125
94
$227K 0.21%
+10,985
95
$217K 0.2%
5,087
96
$217K 0.2%
12,450
97
$211K 0.19%
+1,580
98
$204K 0.19%
15,755
99
$174K 0.16%
+17,010
100
$98K 0.09%
18,055
-2,967
1 2 3
4
5