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
$113M
AUM Growth
+$5.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$816K
3
+$521K
4
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$361K
5
NVO icon
Novo Nordisk
NVO
+$317K

Top Sells

1
+$671K
2
+$620K
3
+$487K
4
PRGO icon
Perrigo
PRGO
+$396K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$309K

Sector Composition

1 Healthcare 14.45%
2 Technology 13.05%
3 Financials 12.79%
4 Communication Services 11.51%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLYG icon
76
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.19B
$443K 0.39%
4,700
-315
XLF icon
77
State Street Financial Select Sector SPDR ETF
XLF
$50.3B
$441K 0.39%
8,189
-100
QQQ icon
78
Invesco QQQ Trust
QQQ
$399B
$426K 0.38%
710
FAF icon
79
First American
FAF
$7.19B
$408K 0.36%
6,352
CI icon
80
Cigna
CI
$76B
$407K 0.36%
1,412
-100
QRVO icon
81
Qorvo
QRVO
$7.64B
$399K 0.35%
4,384
PBR icon
82
Petrobras
PBR
$110B
$396K 0.35%
31,250
+12,400
EEFT icon
83
Euronet Worldwide
EEFT
$3B
$393K 0.35%
4,480
+475
OLN icon
84
Olin
OLN
$2.87B
$382K 0.34%
15,295
-75
EWI icon
85
iShares MSCI Italy ETF
EWI
$660M
$379K 0.34%
7,300
GF
86
New Germany Fund
GF
$195M
$378K 0.33%
32,690
ABBV icon
87
AbbVie
ABBV
$412B
$361K 0.32%
1,560
AB icon
88
AllianceBernstein
AB
$3.61B
$361K 0.32%
9,450
VOD icon
89
Vodafone
VOD
$35.2B
$335K 0.3%
28,857
-1,100
NVO icon
90
Novo Nordisk
NVO
$166B
$300K 0.27%
+5,415
LMT icon
91
Lockheed Martin
LMT
$153B
$298K 0.26%
596
VST icon
92
Vistra
VST
$58.3B
$289K 0.26%
1,475
-1,115
RIO icon
93
Rio Tinto
RIO
$161B
$284K 0.25%
4,300
FNF icon
94
Fidelity National Financial
FNF
$14B
$277K 0.25%
4,573
-800
WGO icon
95
Winnebago Industries
WGO
$1.1B
$259K 0.23%
7,745
-2,600
F icon
96
Ford
F
$53.1B
$243K 0.22%
20,350
-400
FDX icon
97
FedEx
FDX
$90.5B
$238K 0.21%
1,010
SBUX icon
98
Starbucks
SBUX
$110B
$235K 0.21%
2,775
-50
SBH icon
99
Sally Beauty Holdings
SBH
$1.56B
$234K 0.21%
14,400
MRK icon
100
Merck
MRK
$300B
$234K 0.21%
+2,791
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