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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.2M
3
+$3.15M
4
MCK icon
McKesson
MCK
+$3.07M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.03M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.63%
2 Technology 14.37%
3 Financials 13.45%
4 Communication Services 11.72%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.83M 4.74%
+28,873
2
$3.2M 3.14%
+18,417
3
$3.15M 3.1%
+141,515
4
$3.07M 3.02%
+6,212
5
$3.03M 2.98%
+59,386
6
$2.7M 2.65%
+14,212
7
$2.34M 2.3%
+13,713
8
$2.25M 2.21%
+9,666
9
$2.11M 2.08%
+27,601
10
$2.1M 2.06%
+20,700
11
$2.04M 2.01%
+41,725
12
$1.98M 1.95%
+37,957
13
$1.84M 1.81%
+41,078
14
$1.83M 1.79%
+59,200
15
$1.8M 1.77%
+25,164
16
$1.8M 1.76%
+28,553
17
$1.7M 1.67%
+23,665
18
$1.67M 1.64%
+52,655
19
$1.62M 1.6%
+30,753
20
$1.61M 1.58%
+24,938
21
$1.56M 1.53%
+44,100
22
$1.54M 1.51%
+24,363
23
$1.53M 1.51%
+36,710
24
$1.53M 1.5%
+54,490
25
$1.5M 1.47%
+20,758
1
2 3 4 5