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

Top Buys

1
+$429K
2
+$364K
3
+$310K
4
MHK icon
Mohawk Industries
MHK
+$196K
5
HLN icon
Haleon
HLN
+$180K

Top Sells

1
+$1.44M
2
+$1.21M
3
+$534K
4
WBD icon
Warner Bros
WBD
+$317K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
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
– –
-3,814
103
– –
-2,861
104
– –
-1,155
105
– –
-22,233
106
– –
-23,619
1 2 3 4
5