HPM

Hudson Portfolio Management Portfolio holdings

AUM $116M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
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
+$928K
2
+$784K
3
+$705K
4
QSR icon
Restaurant Brands International
QSR
+$440K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$395K

Top Sells

1
+$849K
2
+$821K
3
+$806K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$569K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$266K

Sector Composition

1 Healthcare 15.02%
2 Technology 14.3%
3 Communication Services 12.45%
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 3.74%
30,200
+240
2
$3.86M 3.42%
38,534
-7,985
3
$3.75M 3.32%
150,550
-5,145
4
$3.56M 3.16%
11,645
5
$3.26M 2.89%
65,722
+765
6
$3.21M 2.84%
63,473
+15,485
7
$3.05M 2.7%
30,137
-1,660
8
$2.72M 2.41%
40,984
+80
9
$2.68M 2.37%
25,510
+3,458
10
$2.66M 2.36%
34,578
+315
11
$2.54M 2.25%
49,889
+100
12
$2.44M 2.16%
44,727
+3,862
13
$2.32M 2.05%
13,266
-180
14
$2.31M 2.04%
75,615
+30,385
15
$2.3M 2.04%
44,488
-1,600
16
$2.18M 1.93%
15,720
+150
17
$2M 1.78%
25,250
+350
18
$1.96M 1.74%
45,305
+430
19
$1.8M 1.59%
23,095
-1,230
20
$1.79M 1.59%
11,070
-5,650
21
$1.71M 1.52%
20,697
+50
22
$1.64M 1.45%
62,380
+2,700
23
$1.6M 1.42%
56,699
24
$1.5M 1.33%
3,324
+888
25
$1.47M 1.3%
14,090
-95
1
2 3 4 5