HVP

Hudson Value Partners Portfolio holdings

AUM $290M
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$7.12M
3
+$5.22M
4
ZBRA icon
Zebra Technologies
ZBRA
+$5.02M
5
QCOM icon
Qualcomm
QCOM
+$4.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.6%
2 Financials 14.97%
3 Healthcare 13.76%
4 Communication Services 11.11%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 1.17%
+25,848
27
$1.69M 1.13%
+23,293
28
$1.57M 1.05%
+18,389
29
$1.5M 1%
+19,471
30
$1.48M 0.99%
+12,789
31
$1.47M 0.98%
+26,471
32
$1.42M 0.95%
+26,073
33
$1.32M 0.88%
+8,964
34
$1.26M 0.84%
+4,485
35
$1.24M 0.83%
+4,762
36
$1.21M 0.81%
+5,085
37
$1.2M 0.8%
+488,066
38
$1.18M 0.79%
+2,251
39
$1.16M 0.78%
+5,473
40
$1.15M 0.77%
+23,964
41
$1.12M 0.75%
+14,785
42
$1.12M 0.75%
+4,605
43
$1.09M 0.73%
+5,178
44
$1.02M 0.69%
+11,430
45
$1.02M 0.69%
+23,574
46
$1.01M 0.68%
+7,425
47
$994K 0.67%
+9,164
48
$981K 0.66%
+3,573
49
$981K 0.66%
+6,636
50
$975K 0.65%
+20,980
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2
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