HPM

Hudson Portfolio Management Portfolio holdings

AUM $116M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$239K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$722K
3
+$721K
4
QVCGA
QVC Group Inc Series A
QVCGA
+$655K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$464K

Top Sells

1
+$946K
2
+$838K
3
+$473K
4
GRA
W.R. Grace & Co.
GRA
+$344K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$312K

Sector Composition

1 Technology 15.92%
2 Communication Services 14.18%
3 Healthcare 14.05%
4 Financials 11.01%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$82K 0.08%
18,882
102
– –
-581
103
– –
-8,800
104
– –
-4,985
105
– –
-8,965
1 2 3 4
5