HPM

Hudson Portfolio Management Portfolio holdings

AUM $116M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$204K
2
+$201K
3
+$157K
4
MSFT icon
Microsoft
MSFT
+$146K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$136K

Top Sells

1
+$485K
2
+$385K
3
+$286K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$282K
5
MCK icon
McKesson
MCK
+$237K

Sector Composition

1 Healthcare 14.32%
2 Technology 13.71%
3 Financials 13.21%
4 Communication Services 10.81%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$225K 0.21%
20,750
+800
102
$218K 0.2%
1,950
-70
103
$217K 0.2%
2,496
-100
104
$212K 0.2%
+8,105
105
$201K 0.19%
1,140
-400
106
$201K 0.19%
+671
107
$179K 0.17%
10,823
108
$133K 0.12%
14,400
109
$84.1K 0.08%
16,084
-321
110
$80.4K 0.08%
11,115
111
$73.1K 0.07%
17,000
-4,540
112
$63K 0.06%
12,155
113
– –
-890
114
– –
-12,692
115
– –
-4,250
1 2 3 4
5