HPM
Hudson Portfolio Management Portfolio holdings
AUM
$107M
This Quarter Return
+4.05%
1 Year Return
+15.65%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(+3.7%)
Cap. Flow
+$1.19M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
29.67%
Holding
109
New
8
Increased
12
Reduced
63
Closed
6
Top Buys
Top Sells
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$796K |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$636K |
| 3 |
CDK
CDK Global, Inc.
CDK
|
$502K |
| 4 |
Murphy Oil
MUR
|
$453K |
| 5 |
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% |
