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
$92M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$226K
3
+$223K
4
TSM icon
TSMC
TSM
+$99.9K
5
BK icon
Bank of New York Mellon
BK
+$86.8K

Top Sells

1
+$378K
2
+$276K
3
+$276K
4
MCK icon
McKesson
MCK
+$266K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$137K

Sector Composition

1 Healthcare 16.51%
2 Technology 14.07%
3 Communication Services 12%
4 Financials 10.42%
5 Consumer Discretionary 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.76M 4.09%
8,799
-623
2
$3.72M 4.04%
30,726
-905
3
$2.84M 3.08%
55,803
+335
4
$2.41M 2.62%
20,269
-195
5
$2.38M 2.59%
148,123
6
$2.22M 2.41%
72,382
+2,615
7
$2.18M 2.36%
65,069
8
$2.17M 2.36%
31,070
-1,308
9
$2.15M 2.34%
22,040
-60
10
$2.14M 2.32%
27,575
-890
11
$2.05M 2.22%
10,547
-1,947
12
$1.96M 2.13%
28,392
-10
13
$1.94M 2.11%
38,643
-50
14
$1.86M 2.02%
18,398
+990
15
$1.78M 1.93%
47,858
16
$1.76M 1.91%
38,365
+724
17
$1.7M 1.85%
56,031
18
$1.67M 1.81%
53,295
-980
19
$1.62M 1.76%
27,532
-4,675
20
$1.61M 1.75%
14,807
21
$1.57M 1.71%
27,256
22
$1.54M 1.67%
24,828
23
$1.4M 1.52%
33,770
24
$1.27M 1.38%
9,228
-770
25
$1.19M 1.3%
7,208
-15
1
2 3 4 5