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
$92.3M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$187K
3
+$109K
4
CVS icon
CVS Health
CVS
+$83K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$66.2K

Top Sells

1
+$496K
2
+$401K
3
+$301K
4
WBA
Walgreens Boots Alliance
WBA
+$280K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$232K

Sector Composition

1 Healthcare 15.9%
2 Technology 14.79%
3 Communication Services 12.17%
4 Financials 11.54%
5 Consumer Discretionary 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.27M 4.63%
30,299
-1,355
2
$3.81M 4.13%
8,237
-346
3
$3.17M 3.44%
63,176
-1,818
4
$2.87M 3.11%
56,691
-1,162
5
$2.65M 2.87%
144,190
-3,583
6
$2.47M 2.68%
80,875
+3,563
7
$2.32M 2.52%
29,418
+1,051
8
$2.11M 2.29%
29,296
-1,401
9
$2.08M 2.26%
26,682
-843
10
$2.03M 2.2%
14,472
-310
11
$2.02M 2.19%
20,515
-1,650
12
$1.96M 2.12%
18,562
-1,383
13
$1.93M 2.1%
18,592
-521
14
$1.9M 2.06%
9,863
-452
15
$1.86M 2.01%
36,313
-2,350
16
$1.78M 1.93%
37,517
-933
17
$1.73M 1.87%
25,671
-800
18
$1.66M 1.8%
53,800
-1,255
19
$1.61M 1.74%
42,578
-1,825
20
$1.59M 1.72%
24,563
-250
21
$1.56M 1.69%
35,620
+815
22
$1.51M 1.64%
54,490
+1,195
23
$1.41M 1.53%
22,834
-3,668
24
$1.3M 1.41%
44,325
-467
25
$1.19M 1.29%
4,123
-42
1
2 3 4 5