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
$90.4M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$778K
2
+$474K
3
+$293K
4
TSM icon
TSMC
TSM
+$259K
5
DXC icon
DXC Technology
DXC
+$212K

Top Sells

1
+$901K
2
+$710K
3
+$337K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$281K
5
EWI icon
iShares MSCI Italy ETF
EWI
+$245K

Sector Composition

1 Healthcare 18.55%
2 Technology 13.57%
3 Financials 11.42%
4 Communication Services 11.06%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$357K 0.39%
6,815
77
$353K 0.39%
3,245
78
$348K 0.38%
6,590
79
$345K 0.38%
43,735
-2,882
80
$342K 0.38%
9,950
81
$320K 0.35%
378
-76
82
$311K 0.34%
30,732
-1,800
83
$287K 0.32%
5,025
84
$282K 0.31%
1,773
85
$271K 0.3%
21,625
-150
86
$265K 0.29%
31,825
-8,267
87
$254K 0.28%
11,250
-475
88
$246K 0.27%
1,310
89
$237K 0.26%
10,283
90
$235K 0.26%
884
-189
91
$228K 0.25%
6,495
92
$226K 0.25%
2,695
93
$225K 0.25%
5,975
-239
94
$222K 0.25%
27,691
-100
95
$212K 0.23%
+8,005
96
$210K 0.23%
14,195
-150
97
$200K 0.22%
+1,155
98
$157K 0.17%
14,190
99
$113K 0.12%
+10,575
100
$82.4K 0.09%
17,755
1 2 3
4
5