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HPM

Hudson Portfolio Management Portfolio holdings

AUM $119M
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$5.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$816K
3
+$521K
4
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$361K
5
NVO
Novo Nordisk
NVO
+$317K

Top Sells

1
+$671K
2
+$620K
3
+$487K
4
PRGO icon
Perrigo
PRGO
+$396K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$309K

Sector Composition

1 Healthcare 14.45%
2 Technology 13.05%
3 Financials 12.79%
4 Communication Services 11.51%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.21%
8,105
102
$233K 0.21%
960
-180
103
$232K 0.21%
1,176
104
$230K 0.2%
2,511
+15
105
$224K 0.2%
+890
106
$210K 0.19%
1,840
-110
107
$200K 0.18%
14,655
-600
108
$159K 0.14%
10,823
109
$79.7K 0.07%
+15,694
110
$58.5K 0.05%
12,155
111
– –
-671
112
– –
-1,010
113
– –
-17,000
114
– –
-29,946
115
– –
-16,084
116
– –
-8,635
117
– –
-11,115
1 2 3 4
5