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
$89.3M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$264K
2
+$222K
3
+$220K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$200K
5
MLCO icon
Melco Resorts & Entertainment
MLCO
+$149K

Top Sells

1
+$1.24M
2
+$699K
3
+$372K
4
TRV icon
Travelers Companies
TRV
+$246K
5
UNVR
Univar Solutions Inc.
UNVR
+$243K

Sector Composition

1 Healthcare 16.77%
2 Technology 13.87%
3 Communication Services 11.67%
4 Financials 10.68%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$362K 0.41%
6,310
77
$359K 0.4%
4,866
-105
78
$339K 0.38%
30,732
79
$337K 0.38%
3,245
80
$337K 0.38%
21,625
81
$320K 0.36%
4,180
-2,495
82
$312K 0.35%
3,020
+325
83
$306K 0.34%
5,025
84
$299K 0.33%
31,825
85
$276K 0.31%
11,250
86
$273K 0.31%
10,133
-150
87
$272K 0.3%
848
-36
88
$264K 0.3%
+11,020
89
$259K 0.29%
1,773
90
$255K 0.29%
1,115
-40
91
$222K 0.25%
+5,715
92
$220K 0.25%
+7,215
93
$213K 0.24%
14,045
-150
94
$205K 0.23%
8,005
95
$203K 0.23%
5,825
-150
96
$200K 0.22%
+2,136
97
$180K 0.2%
14,190
98
$149K 0.17%
+11,715
99
$110K 0.12%
10,575
100
$87.2K 0.1%
17,755
1 2 3
4
5