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
$92M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$226K
3
+$223K
4
TSM icon
TSMC
TSM
+$99.9K
5
BK icon
Bank of New York Mellon
BK
+$86.8K

Top Sells

1
+$378K
2
+$276K
3
+$276K
4
MCK icon
McKesson
MCK
+$266K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$137K

Sector Composition

1 Healthcare 16.51%
2 Technology 14.07%
3 Communication Services 12%
4 Financials 10.42%
5 Consumer Discretionary 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$352K 0.38%
4,250
-1,285
77
$340K 0.37%
5,325
78
$328K 0.36%
5,025
79
$320K 0.35%
9,950
80
$318K 0.35%
10,133
81
$316K 0.34%
4,180
82
$304K 0.33%
823
-25
83
$290K 0.32%
30,732
84
$289K 0.31%
11,020
85
$276K 0.3%
1,115
86
$274K 0.3%
28,775
-3,050
87
$274K 0.3%
13,490
-700
88
$267K 0.29%
5,715
89
$267K 0.29%
21,625
90
$267K 0.29%
2,587
-1,175
91
$237K 0.26%
2,150
-1,240
92
$233K 0.25%
14,045
93
$230K 0.25%
7,215
94
$226K 0.25%
+1,000
95
$223K 0.24%
+1,280
96
$220K 0.24%
1,773
97
$214K 0.23%
8,005
98
$210K 0.23%
5,825
99
$204K 0.22%
2,136
100
$146K 0.16%
10,575
1 2 3
4
5