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HPM

Hudson Portfolio Management Portfolio holdings

AUM $119M
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
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
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
76
$443K 0.39%
4,700
-315
77
$441K 0.39%
8,189
-100
78
$426K 0.38%
710
79
$408K 0.36%
6,352
80
$407K 0.36%
1,412
-100
81
$399K 0.35%
4,384
82
$396K 0.35%
31,250
+12,400
83
$393K 0.35%
4,480
+475
84
$382K 0.34%
15,295
-75
85
$379K 0.34%
7,300
86
$378K 0.33%
32,690
87
$361K 0.32%
1,560
88
$361K 0.32%
9,450
89
$335K 0.3%
28,857
-1,100
90
$300K 0.27%
+5,415
91
$298K 0.26%
596
92
$289K 0.26%
1,475
-1,115
93
$284K 0.25%
4,300
94
$277K 0.25%
4,573
-800
95
$259K 0.23%
7,745
-2,600
96
$243K 0.22%
20,350
-400
97
$238K 0.21%
1,010
98
$235K 0.21%
2,775
-50
99
$234K 0.21%
14,400
100
$234K 0.21%
+2,791
1 2 3
4
5