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
$89.3M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$264K
2
+$222K
3
+$220K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$200K
5
MLCO icon
Melco Resorts & Entertainment
MLCO
+$149K

Top Sells

1
+$1.24M
2
+$699K
3
+$372K
4
TRV icon
Travelers Companies
TRV
+$246K
5
UNVR
Univar Solutions Inc.
UNVR
+$243K

Sector Composition

1 Healthcare 16.77%
2 Technology 13.87%
3 Communication Services 11.67%
4 Financials 10.68%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.35M 3.76%
9,422
-97
2
$3.29M 3.68%
31,631
+75
3
$2.8M 3.13%
55,468
+445
4
$2.58M 2.89%
148,123
-250
5
$2.19M 2.46%
22,100
-90
6
$2.17M 2.43%
32,378
-587
7
$2.13M 2.38%
65,069
8
$2.12M 2.38%
69,767
+400
9
$2.11M 2.36%
28,402
-30
10
$2.06M 2.31%
12,494
-500
11
$1.97M 2.21%
38,693
12
$1.92M 2.15%
32,207
-350
13
$1.91M 2.14%
28,465
-115
14
$1.9M 2.13%
20,464
15
$1.86M 2.08%
47,858
-75
16
$1.7M 1.9%
37,641
-95
17
$1.64M 1.84%
14,807
-240
18
$1.62M 1.81%
17,408
19
$1.61M 1.8%
27,256
-805
20
$1.53M 1.71%
54,275
-4,295
21
$1.49M 1.67%
24,828
22
$1.48M 1.66%
56,031
-125
23
$1.34M 1.5%
9,998
-257
24
$1.28M 1.43%
33,770
+550
25
$1.13M 1.27%
45,427
-125
1
2 3 4 5