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
+$168K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$748K
3
+$633K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$565K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$465K

Top Sells

1
+$571K
2
+$514K
3
+$301K
4
INTC icon
Intel
INTC
+$290K
5
ILF icon
iShares Latin America 40 ETF
ILF
+$226K

Sector Composition

1 Healthcare 14.62%
2 Technology 13.5%
3 Financials 13.13%
4 Communication Services 12.06%
5 Consumer Discretionary 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$423K 0.41%
1,532
-60
77
$415K 0.41%
54,131
78
$408K 0.4%
6,537
-100
79
$379K 0.37%
2,135
-200
80
$378K 0.37%
740
81
$376K 0.37%
4,116
-505
82
$373K 0.37%
9,659
83
$351K 0.34%
9,450
84
$349K 0.34%
3,840
-945
85
$320K 0.31%
16,005
-300
86
$312K 0.31%
4,464
-180
87
$305K 0.3%
5,433
-300
88
$303K 0.3%
3,575
-200
89
$296K 0.29%
+13,002
90
$295K 0.29%
1,560
91
$291K 0.29%
1,210
+245
92
$284K 0.28%
1,010
93
$276K 0.27%
1,410
-380
94
$269K 0.26%
34,456
-1,423
95
$263K 0.26%
7,300
+85
96
$258K 0.25%
30,357
97
$256K 0.25%
+526
98
$253K 0.25%
4,300
-100
99
$248K 0.24%
+5,129
100
$235K 0.23%
558
-40
1 2 3
4
5