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
$109M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.15M
3
+$874K
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$647K
5
QDEL icon
QuidelOrtho
QDEL
+$599K

Top Sells

1
+$884K
2
+$826K
3
+$654K
4
SLM icon
SLM Corp
SLM
+$469K
5
SNX icon
TD Synnex
SNX
+$356K

Sector Composition

1 Technology 15.13%
2 Communication Services 14.23%
3 Healthcare 13.66%
4 Financials 11.22%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.12M 4.7%
50,177
-6,415
2
$4.03M 3.7%
189,995
-350
3
$3.84M 3.53%
30,640
-2,660
4
$3.39M 3.12%
60,388
+1,440
5
$2.98M 2.74%
34,359
-2,590
6
$2.92M 2.68%
39,334
-275
7
$2.83M 2.6%
50,467
-110
8
$2.68M 2.47%
32,177
-125
9
$2.62M 2.4%
43,645
+1,850
10
$2.61M 2.4%
47,606
-2,850
11
$2.47M 2.27%
30,071
-1,380
12
$2.23M 2.05%
11,655
+735
13
$2.07M 1.91%
15,145
-115
14
$2.07M 1.91%
26,632
-555
15
$2.07M 1.9%
15,840
-35
16
$1.96M 1.8%
39,775
+17,710
17
$1.91M 1.76%
16,970
18
$1.85M 1.7%
57,484
-450
19
$1.8M 1.65%
14,962
20
$1.78M 1.64%
25,490
-275
21
$1.7M 1.56%
29,860
+2,420
22
$1.61M 1.48%
+31,758
23
$1.56M 1.43%
25,711
-2,444
24
$1.48M 1.36%
68,072
-283
25
$1.45M 1.33%
3,380
-353
1
2 3 4 5