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
$113M
AUM Growth
+$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.75M
3
+$776K
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$682K
5
OLN icon
Olin
OLN
+$621K

Top Sells

1
+$796K
2
+$636K
3
+$502K
4
MUR icon
Murphy Oil
MUR
+$453K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$439K

Sector Composition

1 Technology 15.16%
2 Healthcare 14.98%
3 Communication Services 12.21%
4 Financials 11.28%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$413K 0.36%
+12,615
77
$405K 0.36%
21,975
78
$390K 0.34%
10,396
-450
79
$382K 0.34%
1,667
80
$381K 0.34%
6,650
+560
81
$359K 0.32%
5,365
-100
82
$357K 0.32%
3,245
-100
83
$333K 0.29%
4,989
-157
84
$321K 0.28%
4,081
-780
85
$315K 0.28%
3,625
-680
86
$311K 0.27%
+6,214
87
$306K 0.27%
14,545
-275
88
$302K 0.27%
12,860
89
$300K 0.27%
1,800
90
$277K 0.24%
+5,780
91
$275K 0.24%
7,995
-10,020
92
$268K 0.24%
2,000
-25
93
$250K 0.22%
5,087
94
$243K 0.21%
+2,206
95
$242K 0.21%
+180
96
$229K 0.2%
+683
97
$228K 0.2%
1,580
98
$227K 0.2%
1,785
99
$217K 0.19%
12,200
-250
100
$201K 0.18%
15,755
1 2 3
4
5