HPM
Hudson Portfolio Management Portfolio holdings
AUM
$119M
1-Year Est. Return
24.19%
This Fund
S&P 500
1 Year Est. Return
+24.19%
AUM
$116M
AUM Growth
+$3.27M
(+2.9%)
Holding
113
Top Buys
| 1 | +$950K | |
| 2 | +$614K | |
| 3 | +$549K | |
| 4 |
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
|
+$548K |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$338K |
Top Sells
| 1 | +$1.37M | |
| 2 | +$904K | |
| 3 | +$837K | |
| 4 |
Perrigo
PRGO
|
+$532K |
| 5 |
Vistra
VST
|
+$289K |
Sector Composition
| 1 | Healthcare | 14.53% |
| 2 | Technology | 13.04% |
| 3 | Financials | 12.59% |
| 4 | Communication Services | 11.78% |
| 5 | Consumer Discretionary | 6.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.8B
| $235K | 0.2% |
2,546
+35
|
|
||
102
Lowe's Companies
LOW
$118B
| $215K | 0.18% |
890
|
|
||
103
iShares MSCI EAFE Growth ETF
EFG
$15.8B
| $210K | 0.18% |
1,840
|
|
||
104
Sally Beauty Holdings
SBH
$1.24B
| $205K | 0.18% |
14,400
|
|
||
105
DXC Technology
DXC
$1.65B
| $204K | 0.18% |
13,895
-760
|
|
||
|
IFN
106
Aberdeen India Fund
IFN
$473M
| $148K | 0.13% |
10,823
|
|
||
107
Nokia
NOK
$86.1B
| $75.4K | 0.06% |
11,655
-500
|
|
||
108
Telefônica Brasil
VIV
$21.2B
| $63.6K | 0.05% |
+15,694
|
|
||
|
109
Perrigo
PRGO
$1.52B
| – | – |
-23,909
|
|
||
110
TotalEnergies
TTE
$196B
| – | – |
-22,938
|
|
||
|
111
Vistra
VST
$52.4B
| – | – |
-1,475
|
|
||
112
Starbucks
SBUX
$111B
| – | – |
-2,775
|
|
||
|
TEF
113
DELISTED
Telefonica
TEF
| – | – |
-15,694
|
|