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
+$225K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$782K
3
+$729K
4
QSR icon
Restaurant Brands International
QSR
+$452K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$401K

Top Sells

1
+$916K
2
+$849K
3
+$800K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$569K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$265K

Sector Composition

1 Healthcare 15.02%
2 Technology 14.3%
3 Communication Services 12.17%
4 Financials 11.32%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.22M 3.72%
30,200
+240
2
$3.86M 3.4%
38,534
-7,985
3
$3.75M 3.3%
150,550
-5,145
4
$3.56M 3.14%
11,645
5
$3.26M 2.87%
65,722
+765
6
$3.21M 2.83%
63,473
+15,485
7
$3.05M 2.69%
30,137
-1,660
8
$2.72M 2.4%
40,984
+80
9
$2.68M 2.36%
25,510
+3,458
10
$2.66M 2.34%
34,578
+315
11
$2.54M 2.24%
49,889
+100
12
$2.44M 2.15%
44,727
+3,862
13
$2.32M 2.04%
13,266
-180
14
$2.31M 2.03%
75,615
+30,385
15
$2.3M 2.03%
44,488
-1,600
16
$2.18M 1.92%
15,720
+150
17
$2M 1.77%
25,250
+350
18
$1.96M 1.73%
45,305
+430
19
$1.8M 1.59%
23,095
-1,230
20
$1.79M 1.58%
11,070
-5,650
21
$1.71M 1.51%
20,697
+50
22
$1.64M 1.45%
62,380
+2,700
23
$1.6M 1.41%
56,699
24
$1.5M 1.32%
3,324
+888
25
$1.47M 1.29%
14,090
-95
1
2 3 4 5