HPM

Hudson Portfolio Management Portfolio holdings

AUM $113M
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.6M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$365K
2
+$270K
3
+$264K
4
HLN icon
Haleon
HLN
+$169K
5
MHK icon
Mohawk Industries
MHK
+$154K

Top Sells

1
+$1.44M
2
+$1.21M
3
+$523K
4
WBD icon
Warner Bros
WBD
+$317K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$262K

Sector Composition

1 Healthcare 16.46%
2 Technology 13.43%
3 Financials 11.67%
4 Communication Services 11.39%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.34%
5,025
77
$286K 0.34%
1,073
-250
78
$275K 0.33%
3,245
79
$274K 0.32%
21,775
80
$270K 0.32%
+18,520
81
$267K 0.32%
3,925
+471
82
$265K 0.31%
4,746
-370
83
$264K 0.31%
+3,001
84
$262K 0.31%
2,390
-1,290
85
$248K 0.29%
3,124
+720
86
$245K 0.29%
11,415
-5,800
87
$243K 0.29%
1,840
-1,720
88
$236K 0.28%
1,773
89
$230K 0.27%
14,345
90
$226K 0.27%
1,283
91
$216K 0.26%
6,214
92
$216K 0.26%
10,283
93
$205K 0.24%
11,725
94
$200K 0.24%
1,310
95
$200K 0.24%
6,495
+825
96
$194K 0.23%
4,989
97
$169K 0.2%
+27,791
98
$159K 0.19%
14,190
99
$107K 0.13%
1,071
100
$75K 0.09%
17,755
1 2 3
4
5