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HPM

Hudson Portfolio Management Portfolio holdings

AUM $119M
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$5.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$816K
3
+$521K
4
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$361K
5
NVO
Novo Nordisk
NVO
+$317K

Top Sells

1
+$671K
2
+$620K
3
+$487K
4
PRGO icon
Perrigo
PRGO
+$396K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$309K

Sector Composition

1 Healthcare 14.45%
2 Technology 13.05%
3 Financials 12.79%
4 Communication Services 11.51%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.68M 5.91%
27,408
-808
2
$4.94M 4.38%
17,687
-634
3
$4.28M 3.79%
5,541
-85
4
$3.54M 3.14%
34,276
+7,916
5
$3.14M 2.78%
61,497
-3,330
6
$2.73M 2.42%
12,737
-510
7
$2.41M 2.13%
26,586
-134
8
$2.39M 2.12%
21,958
-187
9
$2.31M 2.04%
43,506
+9,875
10
$2.3M 2.03%
28,614
-475
11
$2.21M 1.96%
35,732
-650
12
$2.19M 1.94%
8,593
-290
13
$2.19M 1.94%
134,465
-2,300
14
$2.16M 1.91%
7,679
-1,914
15
$1.96M 1.73%
25,953
-550
16
$1.86M 1.65%
43,810
-495
17
$1.84M 1.63%
39,680
-825
18
$1.78M 1.57%
2,667
19
$1.73M 1.53%
39,263
-380
20
$1.72M 1.53%
21,538
-1,530
21
$1.72M 1.52%
31,686
+1,643
22
$1.7M 1.51%
16,927
-3,080
23
$1.53M 1.36%
17,535
+4,327
24
$1.5M 1.33%
53,006
-250
25
$1.47M 1.3%
47,640
-1,125
1
2 3 4 5