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
$113M
AUM Growth
+$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.75M
3
+$776K
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$682K
5
OLN icon
Olin
OLN
+$621K

Top Sells

1
+$796K
2
+$636K
3
+$502K
4
MUR icon
Murphy Oil
MUR
+$453K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$439K

Sector Composition

1 Technology 15.16%
2 Healthcare 14.98%
3 Communication Services 12.21%
4 Financials 11.28%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.72M 4.17%
46,519
+4,560
2
$4.33M 3.83%
29,960
-300
3
$3.94M 3.48%
155,695
-13,390
4
$3.35M 2.96%
64,957
-500
5
$3.28M 2.9%
31,797
-215
6
$2.99M 2.64%
40,904
-365
7
$2.89M 2.56%
11,645
-85
8
$2.84M 2.51%
34,263
-621
9
$2.59M 2.29%
49,789
-475
10
$2.48M 2.19%
46,088
-415
11
$2.43M 2.15%
47,988
+15,290
12
$2.39M 2.11%
13,446
-346
13
$2.33M 2.06%
22,052
+17,680
14
$2.26M 2%
16,720
-150
15
$2.25M 1.99%
40,865
+31,770
16
$2.2M 1.94%
44,875
-425
17
$1.97M 1.74%
24,325
-1,946
18
$1.91M 1.69%
24,900
-450
19
$1.83M 1.62%
15,570
-190
20
$1.8M 1.59%
20,647
-4,275
21
$1.71M 1.51%
14,185
-252
22
$1.61M 1.43%
56,699
-525
23
$1.53M 1.35%
30,360
24
$1.4M 1.24%
57,470
-100
25
$1.4M 1.24%
28,275
-690
1
2 3 4 5