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
$176M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.23M
3
+$656K
4
CE icon
Celanese
CE
+$543K
5
AMGN icon
Amgen
AMGN
+$397K

Top Sells

1
+$947K
2
+$633K
3
+$478K
4
DOW icon
Dow Inc
DOW
+$408K
5
LHX icon
L3Harris
LHX
+$319K

Sector Composition

1 Technology 23.57%
2 Financials 16.58%
3 Industrials 11.05%
4 Healthcare 10.84%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 1.34%
52,808
+213
27
$2.28M 1.3%
46,410
+300
28
$2.15M 1.22%
51,352
+104
29
$2.08M 1.18%
10,865
+112
30
$2.03M 1.16%
34,262
+139
31
$1.91M 1.09%
54,805
+125
32
$1.89M 1.07%
13,140
+141
33
$1.76M 1%
31,188
+603
34
$1.61M 0.91%
16,032
+378
35
$1.57M 0.9%
8,018
-1,625
36
$1.41M 0.8%
14,430
-2,970
37
$1.4M 0.79%
7,664
38
$1.37M 0.78%
19,914
+61
39
$1.35M 0.77%
4,832
40
$1.31M 0.75%
21,156
41
$1.22M 0.69%
3,431
-35
42
$1.21M 0.69%
3,055
-720
43
$1.18M 0.67%
5,575
+205
44
$1.17M 0.67%
3,394
-587
45
$1.16M 0.66%
7,358
+226
46
$1.12M 0.64%
424
-109
47
$1.11M 0.63%
4,876
+25
48
$1.1M 0.62%
2,682
+317
49
$1.08M 0.62%
5,245
-45
50
$1.08M 0.61%
14,199
+1,517
1
2
3 4 5