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
$166M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.08M
3
+$924K
4
DOCU icon
DocuSign
DOCU
+$795K
5
ARRY icon
Array Technologies
ARRY
+$618K

Top Sells

1
+$1.74M
2
+$851K
3
+$715K
4
ZBRA icon
Zebra Technologies
ZBRA
+$546K
5
T icon
AT&T
T
+$486K

Sector Composition

1 Technology 22.21%
2 Financials 14.75%
3 Healthcare 13.21%
4 Communication Services 10.71%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 1.28%
28,162
+1,330
27
$2.03M 1.23%
70,382
-1,287
28
$1.92M 1.16%
26,066
+6,595
29
$1.85M 1.12%
351,816
-136,250
30
$1.81M 1.09%
17,249
-1,140
31
$1.74M 1.05%
14,715
+1,926
32
$1.7M 1.03%
26,639
+168
33
$1.62M 0.98%
23,274
-19
34
$1.55M 0.94%
4,620
+135
35
$1.47M 0.89%
27,873
+1,800
36
$1.45M 0.88%
5,703
+1,892
37
$1.42M 0.86%
4,997
+235
38
$1.39M 0.84%
9,128
+1,646
39
$1.34M 0.81%
9,464
+500
40
$1.26M 0.76%
5,060
-25
41
$1.23M 0.74%
5,473
42
$1.23M 0.74%
23,494
-80
43
$1.22M 0.73%
15,637
+852
44
$1.21M 0.73%
5,874
+1,050
45
$1.18M 0.71%
5,158
+1,020
46
$1.17M 0.71%
2,251
47
$1.16M 0.7%
9,664
+500
48
$1.15M 0.7%
20,980
49
$1.15M 0.7%
3,495
-435
50
$1.13M 0.68%
4,605
1
2
3 4 5