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
+$225K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$782K
3
+$729K
4
QSR icon
Restaurant Brands International
QSR
+$452K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$401K

Top Sells

1
+$916K
2
+$849K
3
+$800K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$569K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$265K

Sector Composition

1 Healthcare 15.02%
2 Technology 14.3%
3 Communication Services 12.17%
4 Financials 11.32%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$406K 0.36%
2,197
-10
77
$399K 0.35%
1,667
78
$394K 0.35%
6,650
79
$380K 0.33%
16,100
-2,380
80
$371K 0.33%
5,038
+957
81
$350K 0.31%
10,646
+250
82
$346K 0.3%
4,989
83
$343K 0.3%
21,975
84
$329K 0.29%
+2,980
85
$321K 0.28%
1,349
-54
86
$320K 0.28%
12,860
87
$317K 0.28%
3,245
88
$304K 0.27%
3,625
89
$301K 0.27%
+2,424
90
$300K 0.26%
+14,190
91
$292K 0.26%
6,214
92
$289K 0.25%
3,006
+800
93
$284K 0.25%
14,695
+150
94
$278K 0.25%
1,785
95
$243K 0.21%
+2,893
96
$236K 0.21%
9,375
+3,595
97
$235K 0.21%
1,285
98
$229K 0.2%
+6,052
99
$225K 0.2%
11,250
-950
100
$220K 0.19%
1,580
1 2 3
4
5