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
$89.3M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$264K
2
+$222K
3
+$220K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$200K
5
MLCO icon
Melco Resorts & Entertainment
MLCO
+$149K

Top Sells

1
+$1.24M
2
+$699K
3
+$372K
4
TRV icon
Travelers Companies
TRV
+$246K
5
UNVR
Univar Solutions Inc.
UNVR
+$243K

Sector Composition

1 Healthcare 16.77%
2 Technology 13.87%
3 Communication Services 11.67%
4 Financials 10.68%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$76.4K 0.09%
17,841
102
$16.7K 0.02%
338
-498
103
– –
-27,691
104
– –
-1,310
105
– –
-6,495
106
– –
-1,333
107
– –
-57,027
108
– –
-74,725
1 2 3 4
5