HPM

Hudson Portfolio Management Portfolio holdings

AUM $116M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$204K
2
+$201K
3
+$157K
4
MSFT icon
Microsoft
MSFT
+$146K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$136K

Top Sells

1
+$485K
2
+$385K
3
+$286K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$282K
5
MCK icon
McKesson
MCK
+$237K

Sector Composition

1 Healthcare 14.32%
2 Technology 13.71%
3 Financials 13.21%
4 Communication Services 10.81%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$433K 0.4%
1,617
77
$406K 0.38%
4,005
-105
78
$405K 0.38%
3,575
79
$392K 0.37%
710
-5
80
$390K 0.36%
32,690
-456
81
$390K 0.36%
6,352
-125
82
$386K 0.36%
9,450
83
$380K 0.36%
23,865
+4,475
84
$377K 0.35%
8,420
-400
85
$372K 0.35%
4,384
-40
86
$351K 0.33%
7,300
87
$319K 0.3%
29,957
88
$309K 0.29%
15,370
-210
89
$302K 0.28%
8,635
90
$301K 0.28%
5,373
91
$300K 0.28%
10,345
-135
92
$290K 0.27%
1,560
93
$276K 0.26%
596
94
$259K 0.24%
2,825
-235
95
$251K 0.23%
4,300
96
$236K 0.22%
18,850
97
$236K 0.22%
1,010
98
$233K 0.22%
15,255
-300
99
$230K 0.21%
1,010
100
$228K 0.21%
1,176
-29
1 2 3
4
5