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
$104M
AUM Growth
+$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$767K
3
+$542K
4
MSFT icon
Microsoft
MSFT
+$466K
5
EEFT icon
Euronet Worldwide
EEFT
+$439K

Top Sells

1
+$481K
2
+$440K
3
+$349K
4
ALKS icon
Alkermes
ALKS
+$342K
5
VST icon
Vistra
VST
+$225K

Sector Composition

1 Healthcare 15.71%
2 Financials 13.41%
3 Technology 12.07%
4 Communication Services 11.12%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$429K 0.41%
5,605
-35
77
$428K 0.41%
1,617
+407
78
$425K 0.41%
6,477
-60
79
$399K 0.38%
8,014
+2,885
80
$378K 0.36%
15,580
-250
81
$362K 0.35%
9,450
82
$361K 0.35%
10,480
-60
83
$350K 0.34%
5,373
-60
84
$335K 0.32%
715
-25
85
$328K 0.31%
8,635
-250
86
$327K 0.31%
1,560
-575
87
$325K 0.31%
33,146
-1,310
88
$320K 0.31%
4,424
-40
89
$309K 0.3%
7,300
90
$307K 0.29%
19,390
-150
91
$300K 0.29%
3,060
-1,056
92
$293K 0.28%
8,820
-839
93
$286K 0.27%
12,692
-310
94
$281K 0.27%
29,957
-400
95
$270K 0.26%
18,850
+5,500
96
$266K 0.26%
596
+70
97
$265K 0.25%
15,555
-450
98
$258K 0.25%
4,300
99
$246K 0.24%
1,010
100
$238K 0.23%
1,540
-20
1 2 3
4
5