HPM

Hudson Portfolio Management Portfolio holdings

AUM $107M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$4.83M
2 +$3.2M
3 +$3.15M
4
MCK icon
McKesson
MCK
+$3.07M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.03M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.63%
2 Technology 14.37%
3 Financials 13.45%
4 Communication Services 11.72%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$206K 0.2%
+1,915
102
$205K 0.2%
+2,331
103
$203K 0.2%
+4,325
104
$195K 0.19%
+14,400
105
$187K 0.18%
+12,950
106
$174K 0.17%
+16,955
107
$156K 0.15%
+21,940
108
$150K 0.15%
+14,200
109
$88.5K 0.09%
+11,365
110
$73.2K 0.07%
+16,755