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
$92.3M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$187K
3
+$109K
4
CVS icon
CVS Health
CVS
+$83K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$66.2K

Top Sells

1
+$496K
2
+$401K
3
+$301K
4
WBA
Walgreens Boots Alliance
WBA
+$280K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$232K

Sector Composition

1 Healthcare 15.9%
2 Technology 14.79%
3 Communication Services 12.17%
4 Financials 11.54%
5 Consumer Discretionary 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,755
102
– –
-2,100
103
– –
-12,588
1 2 3 4
5