HPM

Hudson Portfolio Management Portfolio holdings

AUM $113M
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.15M
3
+$874K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$647K
5
QDEL icon
QuidelOrtho
QDEL
+$599K

Top Sells

1
+$884K
2
+$826K
3
+$654K
4
SLM icon
SLM Corp
SLM
+$469K
5
SNX icon
TD Synnex
SNX
+$356K

Sector Composition

1 Technology 15.13%
2 Communication Services 14.23%
3 Healthcare 13.66%
4 Financials 11.22%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,340
102
– –
-26,125
103
– –
-3,105
1 2 3 4
5