HPM

Hudson Portfolio Management Portfolio holdings

AUM $116M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.6M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$494K
2
+$473K
3
+$276K
4
WRK
WestRock Company
WRK
+$267K
5
FDX icon
FedEx
FDX
+$246K

Top Sells

1
+$1.23M
2
+$654K
3
+$439K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$436K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$406K

Sector Composition

1 Healthcare 16.3%
2 Technology 13.39%
3 Communication Services 12.09%
4 Financials 11.04%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$338K 0.35%
6,590
-60
77
$325K 0.34%
5,325
-40
78
$320K 0.33%
5,116
+78
79
$317K 0.33%
23,619
+10,759
80
$289K 0.3%
454
81
$278K 0.29%
2,620
-20
82
$277K 0.29%
1,773
-12
83
$266K 0.28%
3,245
84
$262K 0.27%
+1,155
85
$262K 0.27%
3,814
-580
86
$260K 0.27%
21,775
-200
87
$258K 0.27%
+2,077
88
$258K 0.27%
10,283
-363
89
$244K 0.25%
3,454
+561
90
$243K 0.25%
3,560
-65
91
$234K 0.24%
14,345
-350
92
$230K 0.24%
2,861
-145
93
$228K 0.24%
11,725
+2,350
94
$227K 0.23%
2,404
-20
95
$226K 0.23%
+5,670
96
$222K 0.23%
1,310
+25
97
$221K 0.23%
6,214
98
$204K 0.21%
+1,283
99
$167K 0.17%
14,190
100
$154K 0.16%
1,071
-278
1 2 3
4
5