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
$84.6M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$365K
2
+$270K
3
+$264K
4
HLN icon
Haleon
HLN
+$169K
5
MHK icon
Mohawk Industries
MHK
+$154K

Top Sells

1
+$1.44M
2
+$1.21M
3
+$523K
4
WBD icon
Warner Bros
WBD
+$317K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$262K

Sector Composition

1 Healthcare 16.46%
2 Technology 13.43%
3 Financials 11.67%
4 Communication Services 11.39%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$59K 0.07%
18,473
102
– –
-2,861
103
– –
-23,619
104
– –
-1,907
105
– –
-1,155
106
– –
-22,233
1 2 3 4
5