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
$90.4M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$778K
2
+$474K
3
+$293K
4
TSM icon
TSMC
TSM
+$259K
5
DXC icon
DXC Technology
DXC
+$212K

Top Sells

1
+$901K
2
+$710K
3
+$337K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$281K
5
EWI icon
iShares MSCI Italy ETF
EWI
+$245K

Sector Composition

1 Healthcare 18.55%
2 Technology 13.57%
3 Financials 11.42%
4 Communication Services 11.06%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.57M 3.95%
9,519
-95
2
$2.8M 3.1%
31,556
3
$2.77M 3.06%
55,023
-1,280
4
$2.67M 2.96%
148,373
-175
5
$2.65M 2.93%
28,432
6
$2.15M 2.38%
22,190
-343
7
$2.12M 2.35%
32,965
-735
8
$2.11M 2.33%
69,367
+1,502
9
$2.04M 2.26%
15,047
-335
10
$1.93M 2.13%
38,693
-914
11
$1.89M 2.09%
47,933
-1,545
12
$1.85M 2.04%
28,580
+1,700
13
$1.84M 2.03%
32,557
-3,889
14
$1.74M 1.93%
28,061
-385
15
$1.72M 1.9%
65,069
-1,075
16
$1.69M 1.87%
12,994
17
$1.67M 1.85%
20,464
18
$1.61M 1.78%
24,828
-60
19
$1.53M 1.69%
58,570
20
$1.49M 1.65%
37,736
-1,570
21
$1.3M 1.43%
17,408
+3,473
22
$1.29M 1.42%
10,255
-240
23
$1.28M 1.42%
56,156
24
$1.28M 1.41%
7,243
-10
25
$1.24M 1.37%
57,027
1
2 3 4 5