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
$194M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.66M
3
+$1.36M
4
BKNG icon
Booking.com
BKNG
+$1.27M
5
UBER icon
Uber
UBER
+$684K

Top Sells

1
+$3.24M
2
+$1.43M
3
+$1.14M
4
FNF icon
Fidelity National Financial
FNF
+$1.08M
5
BLDR icon
Builders FirstSource
BLDR
+$1.07M

Sector Composition

1 Technology 23.11%
2 Financials 17.67%
3 Healthcare 11.45%
4 Communication Services 8.34%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 1.43%
12,225
+121
27
$2.58M 1.33%
31,482
+579
28
$2.58M 1.33%
54,967
-22,974
29
$2.5M 1.29%
10,081
-4,591
30
$2.39M 1.23%
48,129
+24
31
$2.38M 1.22%
7,942
+26
32
$2.37M 1.22%
29,442
+5,193
33
$2.2M 1.13%
16,049
+100
34
$2.2M 1.13%
29,342
+3,347
35
$1.92M 0.99%
17,600
+350
36
$1.84M 0.95%
16,610
-142
37
$1.84M 0.95%
15,929
+11,793
38
$1.55M 0.8%
9,278
-316
39
$1.52M 0.78%
16,738
-2,144
40
$1.51M 0.78%
3,926
-609
41
$1.44M 0.74%
7,506
+575
42
$1.36M 0.7%
3,840
+975
43
$1.35M 0.7%
5,473
44
$1.34M 0.69%
10,455
+485
45
$1.33M 0.68%
21,383
-6,574
46
$1.28M 0.66%
5,050
-32
47
$1.27M 0.65%
+541
48
$1.27M 0.65%
5,290
+85
49
$1.26M 0.65%
14,048
-897
50
$1.21M 0.62%
7,630
+5
1
2
3 4 5