HPM

Hudson Portfolio Management Portfolio holdings

AUM $116M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$204K
2
+$201K
3
+$157K
4
MSFT icon
Microsoft
MSFT
+$146K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$136K

Top Sells

1
+$485K
2
+$385K
3
+$286K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$282K
5
MCK icon
McKesson
MCK
+$237K

Sector Composition

1 Healthcare 14.32%
2 Technology 13.71%
3 Financials 13.21%
4 Communication Services 10.81%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.01M 4.68%
28,216
-455
2
$4.15M 3.88%
18,321
+412
3
$4.12M 3.85%
5,626
-336
4
$3.31M 3.09%
64,827
+1,315
5
$2.71M 2.54%
26,360
+555
6
$2.67M 2.49%
13,247
-350
7
$2.53M 2.37%
136,765
-1,425
8
$2.21M 2.06%
26,720
-166
9
$2.18M 2.04%
29,089
-485
10
$2.16M 2.02%
36,382
-475
11
$2.1M 1.96%
9,593
-425
12
$2.02M 1.89%
22,145
-630
13
$2.01M 1.88%
20,007
-3,840
14
$1.99M 1.86%
64,685
+100
15
$1.88M 1.76%
40,505
-200
16
$1.83M 1.71%
26,503
-550
17
$1.82M 1.7%
8,883
-400
18
$1.77M 1.66%
33,631
+3,000
19
$1.72M 1.6%
39,643
-525
20
$1.7M 1.59%
44,305
-550
21
$1.69M 1.58%
23,068
-350
22
$1.65M 1.54%
2,667
+146
23
$1.62M 1.51%
30,043
24
$1.57M 1.46%
53,256
-700
25
$1.47M 1.38%
41,310
+975
1
2 3 4 5