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
$90.4M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$778K
2
+$474K
3
+$293K
4
TSM icon
TSMC
TSM
+$259K
5
DXC icon
DXC Technology
DXC
+$212K

Top Sells

1
+$901K
2
+$710K
3
+$337K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$281K
5
EWI icon
iShares MSCI Italy ETF
EWI
+$245K

Sector Composition

1 Healthcare 18.55%
2 Technology 13.57%
3 Financials 11.42%
4 Communication Services 11.06%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$68.1K 0.08%
836
-235
102
$63.7K 0.07%
17,841
-632
103
$9.19K 0.01%
1,333
-3,656
104
– –
-11,415
105
– –
-1,840
106
– –
-1,283
1 2 3 4
5