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
$92.3M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$187K
3
+$109K
4
CVS icon
CVS Health
CVS
+$83K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$66.2K

Top Sells

1
+$496K
2
+$401K
3
+$301K
4
WBA
Walgreens Boots Alliance
WBA
+$280K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$232K

Sector Composition

1 Healthcare 15.9%
2 Technology 14.79%
3 Communication Services 12.17%
4 Financials 11.54%
5 Consumer Discretionary 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$343K 0.37%
39,244
-3,911
77
$343K 0.37%
4,600
-725
78
$335K 0.36%
9,679
-129
79
$295K 0.32%
5,783
-42
80
$295K 0.32%
720
+22
81
$293K 0.32%
9,450
-500
82
$290K 0.31%
1,850
-155
83
$282K 0.31%
4,785
-140
84
$264K 0.29%
30,357
-125
85
$262K 0.28%
1,035
-80
86
$254K 0.28%
2,452
-135
87
$245K 0.27%
7,215
88
$241K 0.26%
5,795
89
$239K 0.26%
3,097
-883
90
$234K 0.25%
12,802
-1,143
91
$223K 0.24%
24,090
-3,690
92
$222K 0.24%
1,155
-80
93
$217K 0.24%
975
-25
94
$213K 0.23%
1,733
-40
95
$209K 0.23%
13,075
96
$198K 0.21%
14,900
-6,375
97
$101K 0.11%
11,365
-750
98
$66.1K 0.07%
16,955
-886
99
$57.3K 0.06%
16,755
-1,000
100
– –
-13,390
1 2 3
4
5