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
+$168K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$748K
3
+$633K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$565K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$465K

Top Sells

1
+$571K
2
+$514K
3
+$301K
4
INTC icon
Intel
INTC
+$290K
5
ILF icon
iShares Latin America 40 ETF
ILF
+$226K

Sector Composition

1 Healthcare 14.62%
2 Technology 13.5%
3 Financials 13.13%
4 Communication Services 12.06%
5 Consumer Discretionary 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$233K 0.23%
2,686
+355
102
$229K 0.22%
4,250
-5,590
103
$227K 0.22%
1,205
-49
104
$226K 0.22%
915
-60
105
$200K 0.2%
2,070
+155
106
$177K 0.17%
11,223
-100
107
$172K 0.17%
13,350
+400
108
$150K 0.15%
14,400
109
$141K 0.14%
14,200
110
$109K 0.11%
21,540
-400
111
$74.2K 0.07%
16,755
112
$68.1K 0.07%
16,946
-9
113
$65.8K 0.06%
11,365
114
– –
-8,725
115
– –
-4,325
1 2 3 4
5