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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
+1.69%
1 Year Est. Return
+24.19%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
+$2.57M
(+2.2%)
Cap. Flow
+$2.19M
Cap. Flow
% of AUM
1.84%
Top 10 Holdings %
Top 10 Hldgs %
31.6%
Holding
113
New
5
Increased
21
Reduced
28
Closed
2
Top Buys
| 1 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$589K |
| 2 |
Microsoft
MSFT
|
+$407K |
| 3 |
Sonoco
SON
|
+$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 |
C.H. Robinson
CHRW
|
+$301K |
| 2 |
Kinder Morgan
KMI
|
+$276K |
| 3 |
NVO
Novo Nordisk
NVO
|
+$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
$885M
| $240K | 0.2% |
7,745
| – | – |
|
102
Ford
F
$56.5B
| $235K | 0.2% |
20,350
| – | – |
|
103
Accenture
ACN
$88.5B
| $232K | 0.2% |
+1,171
| New | +$273K |
|
104
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.1B
| $225K | 0.19% |
2,325
-1,950
| -46% | -$193K |
|
105
Fidelity National Financial
FNF
$14B
| $212K | 0.18% |
4,573
| – | – |
|
106
Lowe's Companies
LOW
$121B
| $210K | 0.18% |
890
| – | – |
|
107
iShares MSCI EAFE Growth ETF
EFG
$16.5B
| $205K | 0.17% |
1,840
| – | – |
|
108
Sally Beauty Holdings
SBH
$1.45B
| $199K | 0.17% |
14,400
| – | – |
|
109
DXC Technology
DXC
$1.52B
| $175K | 0.15% |
13,895
| – | – |
|
|
IFN
110
Aberdeen India Fund
IFN
$491M
| $123K | 0.1% |
10,823
| – | – |
|
111
Nokia
NOK
$57.9B
| $81.6K | 0.07% |
10,155
-1,500
| -13% | -$11K |
|
|
NVO
112
Novo Nordisk
NVO
$228B
| – | – |
-5,415
| Closed | -$276K |
|
113
Telefônica Brasil
VIV
$22.2B
| – | – |
-15,694
| Closed | -$63.6K |
|
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