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
$182M
AUM Growth
+$619K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.17M
3
+$557K
4
APD icon
Air Products & Chemicals
APD
+$517K
5
RIO icon
Rio Tinto
RIO
+$278K

Top Sells

1
+$915K
2
+$586K
3
+$430K
4
ARRY icon
Array Technologies
ARRY
+$373K
5
BP icon
BP
BP
+$257K

Sector Composition

1 Technology 21.27%
2 Financials 14.38%
3 Healthcare 13.17%
4 Communication Services 9.77%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 1.34%
28,778
+411
27
$2.3M 1.27%
20,852
-5,310
28
$2.27M 1.25%
11,720
+428
29
$2.23M 1.23%
48,105
30
$2.08M 1.15%
27,740
+330
31
$2.04M 1.12%
16,255
+945
32
$1.79M 0.99%
17,642
+385
33
$1.75M 0.96%
16,984
+134
34
$1.71M 0.94%
110,442
+900
35
$1.71M 0.94%
24,625
+530
36
$1.55M 0.85%
4,525
-117
37
$1.5M 0.83%
26,049
-527
38
$1.5M 0.82%
6,798
+740
39
$1.47M 0.81%
27,957
40
$1.44M 0.79%
21,572
+4,157
41
$1.43M 0.79%
9,494
-1
42
$1.38M 0.76%
2,256
-25
43
$1.34M 0.74%
+14,845
44
$1.32M 0.73%
5,473
45
$1.31M 0.72%
5,245
+160
46
$1.28M 0.7%
10,220
+850
47
$1.25M 0.69%
11,005
-400
48
$1.22M 0.67%
4,932
+58
49
$1.18M 0.65%
3,573
50
$1.16M 0.64%
18,770
-2,210
1
2
3 4 5