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
$87.8M
AUM Growth
-$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$214K
3
+$211K
4
WRK
WestRock Company
WRK
+$207K
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$151K

Top Sells

1
+$1.94M
2
+$690K
3
+$578K
4
CBOE icon
Cboe Global Markets
CBOE
+$421K
5
QDEL icon
QuidelOrtho
QDEL
+$352K

Sector Composition

1 Healthcare 16.38%
2 Technology 13.63%
3 Communication Services 12.14%
4 Financials 10.93%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$72.6K 0.08%
17,841
102
$66.4K 0.08%
17,755
103
– –
-2,136
104
– –
-38,643
105
– –
-4,250
106
– –
-19,265
107
– –
-8,005
1 2 3 4
5