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
$96.6M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$463K
2
+$445K
3
+$317K
4
FDX icon
FedEx
FDX
+$262K
5
MHK icon
Mohawk Industries
MHK
+$258K

Top Sells

1
+$1.22M
2
+$654K
3
+$440K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$435K
5
T icon
AT&T
T
+$417K

Sector Composition

1 Healthcare 16.3%
2 Technology 13.39%
3 Communication Services 12.09%
4 Financials 11.04%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.64M 3.76%
11,152
-493
2
$3.36M 3.47%
30,680
+480
3
$2.9M 3.01%
58,173
-5,300
4
$2.77M 2.87%
29,917
-220
5
$2.76M 2.86%
149,064
-1,486
6
$2.6M 2.69%
26,229
-12,305
7
$2.52M 2.6%
49,594
-295
8
$2.45M 2.53%
65,412
-310
9
$2.36M 2.44%
23,280
-2,230
10
$2.22M 2.29%
34,320
-258
11
$2.21M 2.29%
40,547
-437
12
$2.18M 2.25%
72,304
-3,311
13
$2.1M 2.18%
40,242
-4,485
14
$1.97M 2.03%
15,508
-212
15
$1.85M 1.91%
36,518
-7,970
16
$1.84M 1.9%
61,730
-650
17
$1.79M 1.86%
13,122
-144
18
$1.64M 1.7%
25,021
-229
19
$1.63M 1.69%
44,896
-409
20
$1.5M 1.56%
28,596
-304
21
$1.43M 1.48%
20,479
-218
22
$1.36M 1.4%
56,156
-543
23
$1.34M 1.39%
17,435
-5,660
24
$1.3M 1.34%
57,193
-277
25
$1.29M 1.33%
7,253
+40
1
2 3 4 5