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
$158M
AUM Growth
-$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$984K
3
+$844K
4
MRK icon
Merck
MRK
+$834K
5
JNJ icon
Johnson & Johnson
JNJ
+$720K

Top Sells

1
+$1.84M
2
+$1.52M
3
+$654K
4
SWK icon
Stanley Black & Decker
SWK
+$558K
5
BEPC icon
Brookfield Renewable
BEPC
+$511K

Sector Composition

1 Technology 22.27%
2 Financials 16.48%
3 Healthcare 12.97%
4 Industrials 8.02%
5 Communication Services 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 1.51%
9,861
-220
27
$2.31M 1.47%
12,260
+35
28
$2.24M 1.42%
10,962
-1,623
29
$2.04M 1.3%
19,926
-452
30
$2.03M 1.29%
57,030
+2,063
31
$1.89M 1.2%
46,605
-1,524
32
$1.87M 1.19%
30,665
+1,223
33
$1.8M 1.14%
+41,080
34
$1.71M 1.09%
29,524
+182
35
$1.44M 0.92%
15,289
-760
36
$1.39M 0.88%
8,339
-939
37
$1.34M 0.85%
17,590
-10
38
$1.34M 0.85%
21,356
-27
39
$1.25M 0.79%
5,044
-429
40
$1.17M 0.74%
3,921
-5
41
$1.12M 0.71%
4,951
-21
42
$1.11M 0.7%
4,704
-346
43
$1.06M 0.67%
20,940
44
$974K 0.62%
8,960
-744
45
$966K 0.61%
14,045
-3
46
$966K 0.61%
13,835
-2,094
47
$946K 0.6%
541
48
$945K 0.6%
3,890
+50
49
$942K 0.6%
18,251
-58
50
$919K 0.58%
17,535
-1,970
1
2
3 4 5