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
$92M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$226K
3
+$223K
4
TSM icon
TSMC
TSM
+$99.9K
5
BK icon
Bank of New York Mellon
BK
+$86.8K

Top Sells

1
+$378K
2
+$276K
3
+$276K
4
MCK icon
McKesson
MCK
+$266K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$137K

Sector Composition

1 Healthcare 16.51%
2 Technology 14.07%
3 Communication Services 12%
4 Financials 10.42%
5 Consumer Discretionary 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$143K 0.16%
11,715
102
$73.9K 0.08%
17,755
103
$71.9K 0.08%
17,841
104
– –
-11,250
105
– –
-338
1 2 3 4
5