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
$104M
AUM Growth
+$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$767K
3
+$542K
4
MSFT icon
Microsoft
MSFT
+$466K
5
EEFT icon
Euronet Worldwide
EEFT
+$439K

Top Sells

1
+$481K
2
+$440K
3
+$349K
4
ALKS icon
Alkermes
ALKS
+$342K
5
VST icon
Vistra
VST
+$225K

Sector Composition

1 Healthcare 15.71%
2 Financials 13.41%
3 Technology 12.07%
4 Communication Services 11.12%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$229K 0.22%
1,010
-400
102
$227K 0.22%
4,250
103
$215K 0.21%
1,205
104
$208K 0.2%
890
-25
105
$206K 0.2%
2,596
-90
106
$202K 0.19%
2,020
-50
107
$200K 0.19%
19,950
+5,750
108
$171K 0.16%
10,823
-400
109
$130K 0.12%
14,400
110
$84.7K 0.08%
21,540
111
$76.4K 0.07%
16,405
-541
112
$64.1K 0.06%
12,155
-4,600
113
$58.6K 0.06%
11,115
-250
114
– –
-3,840
115
– –
-4,734
1 2 3 4
5