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
+$225K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$782K
3
+$729K
4
QSR icon
Restaurant Brands International
QSR
+$452K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$401K

Top Sells

1
+$916K
2
+$849K
3
+$800K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$569K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$265K

Sector Composition

1 Healthcare 15.02%
2 Technology 14.3%
3 Communication Services 12.17%
4 Financials 11.32%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$211K 0.19%
5,195
-2,800
102
$206K 0.18%
2,000
103
$194K 0.17%
14,655
-1,100
104
$97K 0.09%
17,755
105
$88K 0.08%
18,863
106
– –
-14,331
107
– –
0
108
– –
-13,130
109
– –
-683
110
– –
-5,087
1 2 3 4
5