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
$96.6M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$494K
2
+$473K
3
+$276K
4
WRK
WestRock Company
WRK
+$267K
5
FDX icon
FedEx
FDX
+$246K

Top Sells

1
+$1.23M
2
+$654K
3
+$439K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$436K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$406K

Sector Composition

1 Healthcare 16.3%
2 Technology 13.39%
3 Communication Services 12.09%
4 Financials 11.04%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$95K 0.1%
18,473
-390
102
$82K 0.08%
17,755
103
– –
-5,195
104
– –
-2,000
105
– –
-16,100
106
– –
-1,580
107
– –
-14,655
108
– –
-6,052
109
– –
-5,815
110
– –
0
111
– –
-11,250
1 2 3 4
5