HPM
Hudson Portfolio Management Portfolio holdings
AUM $104M
This Quarter Return
+2.81%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
+$2.16M (+2%)
Cap. Flow
+$977K
Cap. Flow % of AUM
0.94%
Top 10 Holdings %Top 10 Hldgs %
28.08%
Holding
115
New
2
Increased
22
Reduced
74
Closed
2
Top Buys
| 1 | $771K | |
| 2 | $767K | |
| 3 | $542K | |
| 4 | $466K | |
| 5 | $439K |
Top Sells
| 1 | $481K | |
| 2 | $440K | |
| 3 | $349K | |
| 4 | $342K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $229K | 0.22% | 1,010 -400 | -28% | -$90.5K | |||
| $227K | 0.22% | 4,250 | – | – | |||
| $215K | 0.21% | 1,205 | – | – | |||
| $208K | 0.2% | 890 -25 | -3% | -$5.83K | |||
| $206K | 0.2% | 2,596 -90 | -3% | -$7.15K | |||
| $202K | 0.19% | 2,020 -50 | -2% | -$5K | |||
| $200K | 0.19% | 19,950 +5,750 | +40% | +$57.7K | |||
| $171K | 0.16% | 10,823 -400 | -4% | -$6.31K | |||
| $130K | 0.12% | 14,400 | – | – | |||
| $84.7K | 0.08% | 21,540 | – | – | |||
| $76.4K | 0.07% | 16,405 -541 | -3% | -$2.52K | |||
| $64.1K | 0.06% | 12,155 -4,600 | -27% | -$24.2K | |||
| $58.6K | 0.06% | 11,115 -250 | -2% | -$1.32K | |||
| – | – | -3,840 | Closed | -$349K | |||
| – | – | -4,734 | Closed | -$481K |
