HPM

Hudson Portfolio Management Portfolio holdings

AUM $107M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.2M
3
+$3.15M
4
MCK icon
McKesson
MCK
+$3.07M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.03M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.63%
2 Technology 14.37%
3 Financials 13.45%
4 Communication Services 11.72%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$438K 0.43%
+6,637
77
$435K 0.43%
+5,640
78
$424K 0.42%
+9,659
79
$422K 0.41%
+4,879
80
$401K 0.39%
+3,775
81
$367K 0.36%
+1,790
82
$361K 0.35%
+4,785
83
$361K 0.35%
+740
84
$356K 0.35%
+5,733
85
$338K 0.33%
+16,305
86
$330K 0.32%
+9,450
87
$320K 0.31%
+35,879
88
$313K 0.31%
+4,400
89
$304K 0.3%
+30,357
90
$285K 0.28%
+14,640
91
$281K 0.28%
+7,215
92
$276K 0.27%
+1,010
93
$264K 0.26%
+975
94
$259K 0.25%
+1,560
95
$257K 0.25%
+598
96
$226K 0.22%
+8,725
97
$226K 0.22%
+965
98
$223K 0.22%
+1,254
99
$215K 0.21%
+11,323
100
$208K 0.2%
+4,544
1 2 3
4
5