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
$181M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.96M
3
+$1.58M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.15M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.07M

Top Sells

1
+$2.03M
2
+$1.85M
3
+$1.23M
4
GLW icon
Corning
GLW
+$1.19M
5
MMM icon
3M
MMM
+$407K

Sector Composition

1 Technology 22.58%
2 Financials 14.57%
3 Healthcare 12.87%
4 Communication Services 9.63%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 1.31%
28,367
+205
27
$2.26M 1.25%
48,105
+300
28
$2.13M 1.18%
27,410
+1,344
29
$2.02M 1.11%
9,049
+3,175
30
$1.96M 1.08%
+45,845
31
$1.9M 1.05%
15,310
+595
32
$1.81M 1%
17,257
+8
33
$1.74M 0.96%
24,095
+821
34
$1.68M 0.93%
26,576
-63
35
$1.63M 0.9%
4,642
+22
36
$1.58M 0.87%
+16,850
37
$1.51M 0.84%
27,957
+84
38
$1.49M 0.82%
4,997
39
$1.46M 0.81%
17,415
+1,778
40
$1.45M 0.8%
6,058
+355
41
$1.41M 0.78%
9,495
+31
42
$1.26M 0.7%
5,473
43
$1.25M 0.69%
4,605
44
$1.21M 0.67%
5,085
+25
45
$1.21M 0.67%
2,281
+30
46
$1.21M 0.67%
4,874
-284
47
$1.19M 0.66%
20,980
48
$1.18M 0.65%
11,405
-33
49
$1.17M 0.65%
109,542
-500
50
$1.17M 0.65%
4,006
+56
1
2
3 4 5