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
+$168K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$748K
3
+$633K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$565K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$465K

Top Sells

1
+$571K
2
+$514K
3
+$301K
4
INTC icon
Intel
INTC
+$290K
5
ILF icon
iShares Latin America 40 ETF
ILF
+$226K

Sector Composition

1 Healthcare 14.62%
2 Technology 13.5%
3 Financials 13.13%
4 Communication Services 12.06%
5 Consumer Discretionary 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.49M 5.38%
28,806
-67
2
$3.61M 3.54%
18,278
-139
3
$3.51M 3.44%
6,162
-50
4
$3.08M 3.02%
140,365
-1,150
5
$2.99M 2.93%
58,701
-685
6
$2.68M 2.63%
13,902
-310
7
$2.39M 2.34%
9,543
-123
8
$2.35M 2.31%
23,390
+2,690
9
$2.13M 2.09%
27,351
-250
10
$2M 1.97%
65,235
+6,035
11
$1.98M 1.94%
41,005
-720
12
$1.98M 1.94%
29,514
+4,350
13
$1.8M 1.77%
23,465
-200
14
$1.77M 1.74%
10,628
-3,085
15
$1.76M 1.73%
37,357
-600
16
$1.63M 1.6%
40,743
-335
17
$1.62M 1.59%
16,189
+9,740
18
$1.59M 1.56%
30,443
-310
19
$1.56M 1.53%
43,125
-975
20
$1.49M 1.46%
54,356
-740
21
$1.48M 1.45%
39,510
+2,800
22
$1.45M 1.43%
50,575
-3,915
23
$1.45M 1.43%
50,935
-1,720
24
$1.39M 1.37%
2,380
+214
25
$1.34M 1.31%
24,538
-400
1
2 3 4 5