HPM

Hudson Portfolio Management Portfolio holdings

AUM $107M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.75M
3
+$776K
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$682K
5
OLN icon
Olin
OLN
+$621K

Top Sells

1
+$796K
2
+$636K
3
+$502K
4
MUR icon
Murphy Oil
MUR
+$453K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$439K

Sector Composition

1 Technology 15.16%
2 Healthcare 14.98%
3 Communication Services 12.21%
4 Financials 11.28%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$201K 0.18%
+1,285
102
$110K 0.1%
17,755
-300
103
$77K 0.07%
18,863
-19
104
– –
-10,985
105
– –
-6,288
106
– –
-17,010
107
– –
-18,150
108
– –
-9,568
109
– –
-11,819
1 2 3 4
5