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

Top Buys

1
+$455K
2
+$208K
3
+$202K
4
TSM icon
TSMC
TSM
+$92.1K
5
BK icon
Bank of New York Mellon
BK
+$83.7K

Top Sells

1
+$339K
2
+$280K
3
+$276K
4
MCK icon
McKesson
MCK
+$239K
5
ABBV icon
AbbVie
ABBV
+$139K

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
– –
-338
105
– –
-11,250
1 2 3 4
5