HPM
Hudson Portfolio Management Portfolio holdings
AUM
$119M
1-Year Est. Return
24.19%
This Fund
S&P 500
1 Year Est. Return
+24.19%
AUM
$119M
AUM Growth
+$2.57M
(+2.2%)
Holding
113
Top Buys
| 1 | +$589K | |
| 2 | +$407K | |
| 3 | +$402K | |
| 4 |
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
|
+$395K |
| 5 |
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
|
+$395K |
Top Sells
| 1 | +$301K | |
| 2 | +$276K | |
| 3 | +$276K | |
| 4 |
TSMC
TSM
|
+$238K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$213K |
Sector Composition
| 1 | Healthcare | 14.41% |
| 2 | Technology | 12.74% |
| 3 | Financials | 11.73% |
| 4 | Communication Services | 10.94% |
| 5 | Consumer Discretionary | 6.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Winnebago Industries
WGO
$813M
| $240K | 0.2% |
7,745
|
|
||
102
Ford
F
$67.1B
| $235K | 0.2% |
20,350
|
|
||
103
Accenture
ACN
$121B
| $232K | 0.2% |
+1,171
|
|
||
104
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.67B
| $225K | 0.19% |
2,325
-1,950
|
|
||
105
Fidelity National Financial
FNF
$12.5B
| $212K | 0.18% |
4,573
|
|
||
106
Lowe's Companies
LOW
$117B
| $210K | 0.18% |
890
|
|
||
107
iShares MSCI EAFE Growth ETF
EFG
$15.7B
| $205K | 0.17% |
1,840
|
|
||
108
Sally Beauty Holdings
SBH
$1.22B
| $199K | 0.17% |
14,400
|
|
||
109
DXC Technology
DXC
$1.69B
| $175K | 0.15% |
13,895
|
|
||
|
IFN
110
Aberdeen India Fund
IFN
$473M
| $123K | 0.1% |
10,823
|
|
||
111
Nokia
NOK
$89.7B
| $81.6K | 0.07% |
10,155
-1,500
|
|
||
112
Telefônica Brasil
VIV
$21B
| – | – |
-15,694
|
|
||
|
NVO
113
Novo Nordisk
NVO
$196B
| – | – |
-5,415
|
|