HPM
Hudson Portfolio Management Portfolio holdings
AUM
$107M
This Quarter Return
+6.87%
1 Year Return
+15.65%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.26%
Holding
110
New
110
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$4.83M |
| 2 |
TSMC
TSM
|
$3.2M |
| 3 |
Infosys
INFY
|
$3.15M |
| 4 |
McKesson
MCK
|
$3.07M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares MSCI EAFE Growth ETF
EFG
$13B
| $206K | 0.2% |
+1,915
| New | +$206K |
|
102
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.4B
| $205K | 0.2% |
+2,331
| New | +$205K |
|
103
Tapestry
TPR
$21.1B
| $203K | 0.2% |
+4,325
| New | +$203K |
|
104
Sally Beauty Holdings
SBH
$1.4B
| $195K | 0.19% |
+14,400
| New | +$195K |
|
105
Petrobras
PBR
$79.7B
| $187K | 0.18% |
+12,950
| New | +$187K |
|
106
Telefônica Brasil
VIV
$19.9B
| $174K | 0.17% |
+16,955
| New | +$174K |
|
107
Clarivate
CLVT
$2.81B
| $156K | 0.15% |
+21,940
| New | +$156K |
|
108
Ford
F
$47.2B
| $150K | 0.15% |
+14,200
| New | +$150K |
|
109
Melco Resorts & Entertainment
MLCO
$3.94B
| $88.5K | 0.09% |
+11,365
| New | +$88.5K |
|
110
Nokia
NOK
$23.1B
| $73.2K | 0.07% |
+16,755
| New | +$73.2K |
|