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
$96.6M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$463K
2
+$445K
3
+$317K
4
FDX icon
FedEx
FDX
+$262K
5
MHK icon
Mohawk Industries
MHK
+$258K

Top Sells

1
+$1.22M
2
+$654K
3
+$440K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$435K
5
T icon
AT&T
T
+$417K

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
112
– –
-12,860
1 2 3 4
5