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
$235M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$3.14M
3
+$1.34M
4
MCD icon
McDonald's
MCD
+$1.17M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$805K

Top Sells

1
+$3.58M
2
+$3.32M
3
+$3.04M
4
CME icon
CME Group
CME
+$2.38M
5
LHX icon
L3Harris
LHX
+$1.58M

Sector Composition

1 Technology 21.89%
2 Financials 15.08%
3 Industrials 13.87%
4 Healthcare 12.58%
5 Communication Services 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 1.42%
8,150
+220
27
$3.31M 1.41%
36,660
+1,400
28
$3.3M 1.4%
16,469
+1,860
29
$3.2M 1.36%
19,833
+4,283
30
$3.19M 1.35%
17,666
-2,615
31
$3.19M 1.35%
52,847
-805
32
$3.14M 1.34%
+26,380
33
$2.61M 1.11%
43,365
-2,511
34
$2.61M 1.11%
14,447
+837
35
$2.51M 1.07%
39,056
-200
36
$2.12M 0.9%
15,907
-10
37
$2.08M 0.88%
9,996
+654
38
$2.01M 0.85%
16,439
39
$1.74M 0.74%
22,540
-435
40
$1.73M 0.74%
2,825
-215
41
$1.7M 0.72%
2,358
-592
42
$1.63M 0.69%
2,676
-280
43
$1.42M 0.6%
391
-14
44
$1.41M 0.6%
5,160
+25
45
$1.37M 0.58%
4,741
-1,044
46
$1.37M 0.58%
4,278
+1,903
47
$1.34M 0.57%
+11,820
48
$1.33M 0.56%
9,560
+10
49
$1.31M 0.55%
5,175
-375
50
$1.29M 0.55%
21,156
1
2
3 4 5