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
$87.8M
AUM Growth
-$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$214K
3
+$211K
4
WRK
WestRock Company
WRK
+$207K
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$151K

Top Sells

1
+$1.94M
2
+$690K
3
+$578K
4
CBOE icon
Cboe Global Markets
CBOE
+$421K
5
QDEL icon
QuidelOrtho
QDEL
+$352K

Sector Composition

1 Healthcare 16.38%
2 Technology 13.63%
3 Communication Services 12.14%
4 Financials 10.93%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$321K 0.37%
7,785
+2,070
77
$302K 0.34%
9,950
78
$299K 0.34%
3,980
-200
79
$295K 0.34%
1,115
80
$294K 0.33%
9,808
-325
81
$289K 0.33%
30,482
-250
82
$280K 0.32%
12,588
-125
83
$250K 0.28%
698
-125
84
$243K 0.28%
2,005
-1,225
85
$243K 0.28%
13,945
-100
86
$241K 0.27%
5,825
87
$232K 0.26%
2,100
-50
88
$229K 0.26%
1,773
89
$222K 0.25%
2,587
90
$219K 0.25%
7,215
91
$217K 0.25%
13,390
-100
92
$214K 0.24%
+3,659
93
$211K 0.24%
+4,925
94
$208K 0.24%
1,000
95
$207K 0.24%
+5,795
96
$202K 0.23%
1,235
-45
97
$196K 0.22%
13,075
+2,500
98
$186K 0.21%
27,780
-995
99
$178K 0.2%
21,275
-350
100
$120K 0.14%
12,115
+400
1 2 3
4
5