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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$3.77M
3
+$3.56M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.44M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$3.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.77%
2 Communication Services 13.87%
3 Healthcare 11.89%
4 Financials 11.16%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.77M 5.55%
+56,592
2
$3.77M 3.63%
+58,948
3
$3.56M 3.43%
+190,345
4
$3.44M 3.32%
+33,300
5
$3.08M 2.96%
+36,949
6
$2.94M 2.83%
+50,577
7
$2.85M 2.74%
+39,609
8
$2.76M 2.66%
+50,456
9
$2.58M 2.49%
+31,451
10
$2.51M 2.41%
+41,795
11
$2.43M 2.34%
+32,302
12
$2.13M 2.05%
+10,920
13
$1.91M 1.84%
+27,187
14
$1.86M 1.79%
+15,260
15
$1.84M 1.77%
+16,970
16
$1.82M 1.76%
+15,875
17
$1.77M 1.7%
+14,962
18
$1.75M 1.68%
+57,934
19
$1.68M 1.62%
+25,765
20
$1.67M 1.61%
+28,155
21
$1.56M 1.5%
+68,355
22
$1.48M 1.43%
+27,440
23
$1.48M 1.42%
+3,733
24
$1.35M 1.3%
+29,085
25
$1.28M 1.24%
+18,752
1
2 3 4