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
-$239K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$810K
2
+$650K
3
+$592K
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$498K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$461K

Top Sells

1
+$946K
2
+$837K
3
+$465K
4
GRA
W.R. Grace & Co.
GRA
+$344K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$311K

Sector Composition

1 Technology 15.92%
2 Healthcare 14.05%
3 Communication Services 13.88%
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
– –
-8,965
103
– –
-4,985
104
– –
-581
105
– –
-8,800
1 2 3 4
5