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
$87.8M
AUM Growth
-$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$214K
3
+$211K
4
WRK
WestRock Company
WRK
+$207K
5
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$151K

Top Sells

1
+$1.94M
2
+$690K
3
+$578K
4
CBOE icon
Cboe Global Markets
CBOE
+$421K
5
QDEL icon
QuidelOrtho
QDEL
+$352K

Sector Composition

1 Healthcare 16.38%
2 Technology 13.63%
3 Communication Services 12.14%
4 Financials 10.93%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.17M 4.75%
31,654
+928
2
$3.73M 4.25%
8,583
-216
3
$2.94M 3.35%
57,853
+2,050
4
$2.53M 2.88%
147,773
-350
5
$2.38M 2.7%
77,312
+4,930
6
$2.31M 2.63%
64,994
-75
7
$2.15M 2.45%
22,165
+125
8
$2.11M 2.4%
19,945
-324
9
$2.08M 2.37%
30,697
-373
10
$1.98M 2.25%
28,367
-25
11
$1.94M 2.2%
+38,663
12
$1.85M 2.11%
55,055
-976
13
$1.83M 2.09%
27,525
-50
14
$1.77M 2.01%
10,315
-232
15
$1.74M 1.98%
26,471
-785
16
$1.66M 1.89%
19,113
+715
17
$1.65M 1.87%
14,782
-25
18
$1.62M 1.85%
38,450
+85
19
$1.54M 1.76%
34,805
+1,035
20
$1.5M 1.7%
26,502
-1,030
21
$1.5M 1.7%
24,813
-15
22
$1.49M 1.7%
53,295
23
$1.44M 1.64%
44,403
-3,455
24
$1.21M 1.37%
44,792
-635
25
$1.12M 1.27%
4,165
1
2 3 4 5