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
-$239K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$810K
2
+$650K
3
+$592K
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$498K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$461K

Top Sells

1
+$946K
2
+$837K
3
+$465K
4
GRA
W.R. Grace & Co.
GRA
+$344K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$311K

Sector Composition

1 Technology 15.92%
2 Healthcare 14.05%
3 Communication Services 13.88%
4 Financials 11.01%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.28M 3.94%
41,959
-8,218
2
$4.03M 3.71%
30,260
-380
3
$3.76M 3.47%
169,085
-20,910
4
$3.49M 3.21%
65,457
+5,069
5
$3.07M 2.83%
41,269
+1,935
6
$2.98M 2.74%
34,884
+525
7
$2.72M 2.5%
32,012
-165
8
$2.71M 2.5%
50,264
-203
9
$2.54M 2.34%
46,503
-1,103
10
$2.34M 2.15%
11,730
+75
11
$2.18M 2.01%
45,300
+5,525
12
$2.17M 2%
24,922
-1,710
13
$2.15M 1.98%
26,271
-3,800
14
$2.01M 1.85%
15,760
-80
15
$1.95M 1.8%
13,792
-1,353
16
$1.82M 1.68%
16,870
-100
17
$1.77M 1.63%
57,480
+10,550
18
$1.75M 1.62%
57,224
-260
19
$1.7M 1.56%
30,360
+500
20
$1.68M 1.54%
25,350
-140
21
$1.67M 1.54%
27,855
-15,790
22
$1.66M 1.53%
32,698
+940
23
$1.61M 1.48%
14,437
-525
24
$1.5M 1.39%
25,061
-650
25
$1.44M 1.33%
3,360
-20
1
2 3 4 5