HPM
Hudson Portfolio Management Portfolio holdings
AUM
$107M
This Quarter Return
-1.1%
1 Year Return
+15.65%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(+0.2%)
Cap. Flow
+$2.07M
Cap. Flow
% of AUM
1.84%
Top 10 Holdings %
Top 10 Hldgs %
29.21%
Holding
110
New
6
Increased
42
Reduced
23
Closed
4
Top Buys
| 1 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$927K |
| 2 |
iShares Floating Rate Bond ETF
FLOT
|
$782K |
| 3 |
Shell
SHEL
|
$729K |
| 4 |
Restaurant Brands International
QSR
|
$452K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$401K |
Top Sells
Sector Composition
| 1 | Healthcare | 15.02% |
| 2 | Technology | 14.3% |
| 3 | Communication Services | 12.17% |
| 4 | Financials | 11.32% |
| 5 | Consumer Discretionary | 6.04% |
